Personalize your Pipeline account with custom fields specific to your business. Company, deal, and person-level custom fields allow you to track data specific to your industry, company, process, or personal workflow. These custom fields will default to being editable by all users, but administrators can lock the field so only administrators and executive users can edit it. 

• Company Custom Fields: Create custom fields to track industry, size, revenue, or other unique attributes for the companies and accounts with whom you do business. 

• Deal Custom Fields: Create custom fields to track product interest, additional sales and forecast numbers, or sales process fields related to your business opportunities.

• Person Custom Fields: Create custom fields to track unique attributes for your relationships, like a date field for birthdays, a pick-list of hobbies, or other personalized information.

Managing custom fields

Admins can set up custom fields in Account Settings > Custom Fields. To add a Custom Field, click on the appropriate tab for the custom field you wish to make (Company, Deal, or Person), then click + Add Custom Field and choose the Custom Field type you want to create.

All your custom fields will be ungrouped and listed on the right by default. You can choose to set up custom field groups for better organization of your custom fields, which you can navigate through on the left to review the fields in those groups.

To edit or delete an existing custom field, mouse over the field name and select either the edit icon, which looks like a pencil and paper or the delete icon, which looks like a trash can. 

Note: Once a custom field has been created, it cannot be changed to a different field type. 

Creating new custom fields

From the tab for the category you wish to create a custom field for, click on the + Add Custom Field. If you are in a custom field group, when you click on this button, the new field will automatically be added to that group. From there, you can create a custom field of the type best suited to the data you wish to track:

• Number field: Stores numerical characters only. This is ideal for items such as the number of locations, number of employees, etc. The only characters aside from numbers that will save are a leading "-" to indicate a number is negative (such as "-50") and a single decimal point (such as "3.14"). You can have this amount totaled on any reports including this field. You'll want to use a text field for anything that requires other characters, including parentheses and hyphens in the middle of numbers. 
• Text field: Stores any character. This is an excellent field for anything from names to addresses, text-based descriptions, or any other information you'd like to be able to enter free-form. The downside is that it can be harder to filter by this column as you must match the data as it is entered in the field to have it match. For example, if you type "Product 1" but the item as entered as "Product One", they won't match up.
• Currency field: For any money-based number. Automatically populates with the currency symbol used on the account, so entering that is unnecessary. Negative values are allowed. As with the number field, you can have this amount totaled on any reports that include this field.
• Dropdown field: Creates a list of limited selections from which you can only pick one. This works great for things like regions or industries where there are limited options. Makes filtering very easy, as you can just select the option you want. 
• Picklist field: Like a dropdown, it allows you to select multiple options from the list. This is ideal for things like product interest, trade shows regularly attended, etc. Like with dropdowns, it's straightforward to filter by.
• Date field: Allows you to select from a calendar interface a specific date which includes day, month, and year. Great for things like founding date, birthdate, etc.
• Single association field: Allows you to directly link to one company in your Pipeline system. This is great for tracking things like Parent Company.
• Multiple association field: You can link to multiple companies in your Pipeline system. Use this to track subsidiaries, franchises, or branch locations.
• Boolean field: Boolean fields have values of True or False. These values can help you organize and filter your list views.