Every record type in Pipeline CRM ships with a set of built-in system fields. Use this page to check what you can already track before you build anything custom.
How to read these tables
Column
What it tells you
Field
The label you see in Pipeline CRM. Required fields are bolded.
Field key
The internal name for the field. Match it when you map columns during an import or work with the API.
Type
What kind of value the field holds — text, a date, a dropdown, a currency amount, and so on.
Editable
Whether you can enter a value yourself.
Fields marked Read-only are calculated by Pipeline CRM from your other data — Age, Days In Stage, and Total Pipeline, for example. They work as columns and filters, but you can't type into them or map them on import.
Everything listed here is a system field, available in every Pipeline CRM account. If you need to track something these fields don't cover, create a custom field — custom fields are specific to your account, so they aren't listed on this page.
Companies
Organizations you do business with. Companies converted to customers also carry the customer health and milestone fields at the end of this list. 39 system fields.
Field
Field key
Type
Editable
Name (required)
company_name
Text
Yes
company_email
Text
Yes
Web
company_web
Text
Yes
Phone
company_phone
Text
Yes
Fax
company_fax
Text
Yes
Summary
company_description
Long text
Yes
Owner
company_owner
User
Yes
Owner's Team
company_owner_team
Team
Yes
Instant Messenger
company_instant_message
Text
Yes
LinkedIn URL
company_linked_in_url
Text
Yes
company_twitter
Text
Yes
Facebook URL
company_facebook_url
Text
Yes
Address
company_address
Text
Yes
Address 2
company_address2
Text
Yes
City
company_city
Text
Yes
State
company_state
Text
Yes
Postal Code
company_zip
Text
Yes
Country
company_country
Text
Yes
Tags
company_tags
Tags
Yes
Photo
company_avatar
Photo
Yes
Shared With
company_shared_with
Association
Yes
Worked On By
company_worked_on_by
Association
Read-only
Next Task
next_task_name
Text
Read-only
Next Task Due
next_task_due
Date & time
Read-only
Added
company_created
Date
Read-only
Updated
company_updated
Date
Read-only
Imported
company_imported_at
Date
Read-only
Created By
company_created_by_user
User
Read-only
ID
company_id
Number
Read-only
Is Customer
company_is_customer
Checkbox
Yes
Has People
company_has_people
Calculated
Read-only
Has Deals
company_has_deals
Calculated
Read-only
Total Pipeline
company_total_pipeline
Calculated
Read-only
Won Deals
company_won_value
Calculated
Read-only
Health Status
customer_health_score
Dropdown
Yes
Next Milestone
next_milestone_name
Text
Read-only
Next Milestone Due
next_milestone_due
Date
Read-only
Next Milestone Status
next_milestone_status
Dropdown
Yes
Days In Health
customer_days_in_health
Calculated
Read-only
People (and Leads)
Individual people. Leads aren't a separate record type — they're People records with a lead Type, so every field below applies to leads too. 54 system fields.
Field
Field key
Type
Editable
Full Name
person_name
Text
Yes
First Name (required)
person_first_name
Text
Yes
Last Name (required)
person_last_name
Text
Yes
Company
person_company_name
Association
Yes
Title
person_position
Text
Yes
Type
person_type
Dropdown
Yes
Status
person_status
Dropdown
Yes
Source
person_source
Dropdown
Yes
Owner
person_owner
User
Yes
Owner's Team
person_owner_team
Team
Yes
Summary
person_summary
Long text
Yes
Relationship
person_relationship
Text
Yes
Key Contact
person_is_key_contact
Checkbox
Yes
Work Phone
person_phone
Text
Yes
Mobile
person_mobile
Text
Yes
Home Phone
person_home_phone
Text
Yes
Fax
person_fax
Text
Yes
Work Email
person_email
Text
Yes
Other Email
person_email2
Text
Yes
Home Email
person_home_email
Text
Yes
Website
person_website
Text
Yes
Instant Messenger
person_instant_message
Text
Yes
LinkedIn URL
person_linked_in_url
Text
Yes
person_twitter
Text
Yes
Facebook URL
person_facebook_url
Text
Yes
Work Address 1
person_work_address_1
Text
Yes
Work Address 2
person_work_address_2
Text
Yes
Work City
person_city
Text
Yes
Work State
person_state
Text
Yes
Work Postal Code
person_zip
Text
Yes
Work Country
person_country
Text
Yes
Home Address 1
person_home_address_1
Text
Yes
Home Address 2
person_home_address_2
Text
Yes
Home City
person_home_city
Text
Yes
Home State
person_home_state
Text
Yes
Home Postal Code
person_home_zip
Text
Yes
Home Country
person_home_country
Text
Yes
Tags
person_tags
Tags
Yes
Photo
person_avatar
Photo
Yes
Unsubscribed
person_unsubscribed
Checkbox
Yes
Bounced Email
person_bounced
Checkbox
Yes
Shared With
person_shared_with
Association
Yes
Next Task
person_next_entry
Text
Read-only
Next Task Due
person_next_entry_due
Date & time
Read-only
Last Emailed
person_last_emailed_at
Date
Read-only
Added
person_created
Date
Read-only
Updated
person_updated_at
Date
Read-only
Imported
person_imported_at
Date
Read-only
Created By
person_created_by_user
User
Read-only
ID
person_id
Number
Read-only
Has Deals
person_has_deals
Calculated
Read-only
First Activity
person_date_of_first_activity
Calculated
Read-only
Days Since Last Activity
person_days_since_last_activity
Calculated
Read-only
Time To First Activity
person_hours_to_first_activity
Calculated
Read-only
Deals
Sales opportunities moving through a pipeline. 51 system fields.
Field
Field key
Type
Editable
Name (required)
deal_name
Text
Yes
Company
deal_company_name
Association
Yes
Primary Person
primary_contact
Text
Yes
People
deal_people
Association
Yes
Summary
deal_summary
Long text
Yes
Amount
deal_value
Currency
Yes
Currency
deal_currency
Dropdown
Yes
Status
deal_status
Dropdown
Yes
Pipeline (required)
deal_pipeline
Dropdown
Yes
Stage
deal_stage
Dropdown
Yes
Probability
deal_probability
Percent
Yes
Source
deal_source
Dropdown
Yes
Revenue Type
deal_revenue_type
Dropdown
Yes
Owner
deal_owner
User
Yes
Owner's Team
deal_owner_team
Team
Yes
Expected Close
deal_exp_close
Date
Yes
Actual Close
deal_closed
Date
Yes
Loss Reason
deal_loss_reason
Dropdown
Yes
Loss Reason Notes
deal_loss_reason_notes
Long text
Yes
Won Reason
deal_won_reason
Dropdown
Yes
Won Reason Notes
deal_won_reason_notes
Long text
Yes
Commission %
commission_rate
Percent
Yes
Commission Amount
deal_commission
Currency
Yes
Bonus
deal_bonus
Currency
Yes
Product Lines
deal_product_lines
Multi-select
Yes
Tags
deal_tags
Tags
Yes
Address
deal_address
Text
Yes
Address 2
deal_address2
Text
Yes
City
deal_city
Text
Yes
State
deal_state
Text
Yes
Postal Code
deal_zip
Text
Yes
Country
deal_country
Text
Yes
Shared With
deal_shared_with
Association
Yes
Next Task
deal_next_entry
Text
Read-only
Next Task Due
deal_next_entry_due
Date & time
Read-only
Added
deal_created
Date
Read-only
Updated
deal_updated_at
Date
Read-only
Imported
deal_imported_at
Date
Read-only
Created By
deal_created_by_user
User
Read-only
Updated By
deal_updated_by_user
User
Read-only
ID
deal_id
Number
Read-only
Archived
deal_is_archived
Checkbox
Yes
Age
deal_age
Calculated
Read-only
Days Active
deal_days_active
Calculated
Read-only
Days In Stage
deal_days_in_stage
Calculated
Read-only
Time To Close
deal_time_to_close
Calculated
Read-only
Weighted Forecast
deal_weighted_forecast
Calculated
Read-only
Efficiency Score
deal_time_to_dollar
Calculated
Read-only
First Activity
deal_date_of_first_activity
Calculated
Read-only
Days Since Last Activity
deal_days_since_last_activity
Calculated
Read-only
Time To First Activity
deal_hours_to_first_activity
Calculated
Read-only
Tasks and Calendar Entries
Tasks, events, meetings, and subtasks. 26 system fields.
Field
Field key
Type
Editable
Task
todo_name
Text
Yes
Assigned
todo_owner
User
Yes
For (association)
todo_association
Association
Yes
Due Date
todo_due_date
Date
Yes
Completed
todo_complete
Checkbox
Yes
Completed At
todo_completed_at
Date & time
Read-only
Type
todo_category
Dropdown
Yes
Task / Event
todo_kind
Dropdown
Yes
Start
todo_start
Date & time
Yes
End
todo_end
Date & time
Yes
All Day
todo_all_day
Checkbox
Yes
Description
todo_description
Long text
Yes
Priority
todo_calendar_entry_priority
Dropdown
Yes
Status
todo_calendar_entry_status
Dropdown
Yes
Invite Status
todo_calendar_entry_meeting_status
Dropdown
Read-only
Primary Person
todo_primary_contact
Text
Yes
Company
todo_company_name
Association
Yes
Deal
todo_deal_name
Association
Yes
Customer Milestone
todo_milestone_name
Association
Yes
Project
todo_project
Association
Yes
Project Milestone
todo_project_milestone
Association
Yes
Parent Task
todo_parent_entry
Association
Yes
Subtask Status
todo_subentry_status
Dropdown
Yes
Subtasks
todo_subtasks
Calculated
Read-only
Created At
todo_created_at
Date & time
Read-only
Created By
todo_created_by_user
User
Read-only
Activities (Notes)
Logged notes, calls, emails, and other activity records. 9 system fields.
Field
Field key
Type
Editable
Company
activity_company_name
Association
Yes
Deal
activity_deal_name
Association
Yes
Person
activity_person_name
Association
Yes
Author
activity_author
User
Yes
Category
activity_category
Dropdown
Yes
Description
activity_description
Long text
Yes
Private
activity_is_private
Checkbox
Yes
Created
activity_created
Date & time
Read-only
Updated
activity_updated
Date & time
Read-only
Projects
Post-sale and delivery projects linked to your records. 13 system fields.
Field
Field key
Type
Editable
Name
project_name
Text
Yes
Description
project_description
Long text
Yes
Status
project_status
Dropdown
Yes
Owner
project_owner
User
Yes
Start Date
project_start_date
Date
Yes
End Date
project_end_date
Date
Yes
Archived
project_is_archived
Checkbox
Yes
Collaborators
project_collaborators
Association
Read-only
Milestones
project_milestones
Association
Read-only
Linked Records
project_linked
Calculated
Read-only
Created
project_created_at
Date
Read-only
Updated
project_updated_at
Date
Read-only
ID
project_id
Number
Read-only
Need help? Contact support at customercare@pipelinecrm.com.