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System Fields for Companies, People, and Deals

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Maria Herrell
Updated 1 week ago
Managing your data in Pipeline CRM is all about organization and clarity. Whether you’re tracking companies, people, or deals, knowing which fields are available—and how to use them—makes your workflow smoother and keeps your records tidy. If you need to track something unique, you can always create a custom field.

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)


Don’t see what you need? No worries—Pipeline CRM lets you create custom fields for any unique data you want to track.
Here is more information on custom fields.
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