Go to your Pipeline

Pipeline CRM Help Center

Search for any help questions or topics.

View Default System Fields for Companies, People, and Deals

Avatar
Maria Herrell
Updated 1 day ago
A reference guide to all built-in fields available when tracking companies, people, and deals in Pipeline CRM.

Company
People
Deals

  • Name (required)
  • Summary
  • Phone
  • Email
  • Website
  • Fax
  • Activity
  • Created At (date)
  • Owner
  • Address 1
  • Address 2
  • City
  • State
  • Postal Code
  • Country


  • First Name (required)
  • Last Name (required)
  • First Name Last Name
  • Last Name, First Name
  • First Name, Last Name
  • Company Name
  • Person Summary
  • Title
  • Work Phone
  • Mobile Phone
  • Work Email
  • Other Email
  • Website
  • Fax
  • Tag
  • Type (contact or lead)
  • Activity
Work Address
  • Work Address 1
  • Work Address 2
  • Work City
  • Work State
  • Work Postal Code
  • Work Country
Home Address
  • Home Address 1
  • Home Address 2
  • Home City
  • Home State
  • Home Postal Code
  • Home Country
Other Details
  • Home Email
  • Home Phone
  • Lead Source
  • People Status
  • Owner
  • Created At
  • IM
  • Twitter ID
  • Twitter URL
  • LinkedIn ID
  • LinkedIn URL
  • Facebook ID
  • Facebook URL


  • Deal Name (required)
  • Pipeline (required)
  • Deal Summary
  • Deal Owner
  • Company Name
  • $ Value
  • Status
  • Source
  • Stage
  • Probability
  • Expected Close Date
  • Actual Close Date
  • Created At
  • Activity
  • Person (Full Name, Email, ID)


💡 Need to track something unique? Pipeline CRM lets you create custom fields for any data not covered above. Learn how to create custom fields.

Need help? Contact support at [email protected]. 
Did this answer your question?
😞 😐 😃