Go to your Pipeline

Pipeline CRM Help Center

Search for any help questions or topics.

Cloning Custom Fields

Avatar
Maria Herrell
Updated 2 weeks ago
Quickly create a copy of an existing custom field with our Clone Custom Field Option.

Cloning Custom Fields Guide:

1. Click on profile icon in top right-hand side of your Pipeline screen.


2. Click on "Account Settings"


3. Click on "Custom Fields" on left-hand side of the screen.


4. Hover over to the right of the name of the field you would like to clone and click on the "double paper" icon.


5. Rename field and select field group if necessary.


6. Adjust visibility settings as needed.


7. For dropdown or picklist type fields, click on the "+ New Entry" option and add/edit entries as needed.


8. Click on "Save" before leaving modal to preserve changes. Field will be created.


Did this answer your question?
😞 😐 😃