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Managing Forms & Field Preferences

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Joss Rodriguez
Updated 4 days ago
With Pipeline CRM, you can customize Company, Person, and Deal creation forms to fit your team’s workflow. The goal: reduce clutter, speed up record creation, and ensure you capture the information that matters most.

Customizing Your Forms

Admins can fine-tune the forms your team uses for Companies, People, and Deals. Here’s how you can make forms work for you:


1. Add/Edit Forms

  • Rearrange Field Order: Drag and drop fields to display them in the order that makes sense for your team.
  • Hide or Collapse Fields: Keep forms tidy by hiding fields or placing them in collapsed sections.

2. Hiding Fields

  • Streamline Data Entry: Hide unnecessary system or custom fields to reduce clutter and keep users focused.
Click here for more information on Form Settings.

3. Minimizing Forms

  • Multitask with Ease: Minimize up to three forms at a time while navigating your Pipeline account.
  • Pick Up Where You Left Off: Click the minimize icon (top left of the form) to keep your progress handy.

4. Conditional Fields

  • Smart Form Logic: Set conditions for fields to be required, reviewed, or disabled based on your workflow.
  • Flexible Requirements: Specify exactly when a field needs attention—no more one-size-fits-all forms.
Click here for more details on Conditional Fields.

5. Conditional Dropdowns

  • Smart Filtering: Dropdown options update automatically based on earlier choices, so users only see what’s relevant.
 Learn more about Conditional drop-downs here.

Key Takeaways

  • Custom forms help your team stay organized and efficient.
  • Hidden and conditional fields keep forms clean and relevant.
  • Minimizing forms lets you multitask without losing your place.

Pro Tips

  • Review your form setup regularly to match changing business needs.
  • Use conditional logic to prompt users only for what’s necessary.
  • Don’t be afraid to hide fields—less really can be more.
If you have any other questions or run into any trouble, reach out to our support team at [email protected]
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