Pipedrive Custom Fields: A Comprehensive Guide

Introduction

Pipedrive is a popular customer relationship management (CRM) tool that helps businesses manage their sales process. It offers a range of features, including custom fields, which allow users to track and organize data in a way that suits their business needs. In this article, we will explore Pipedrive custom fields in detail, including what they are, why you might need them, and how to set them up.

What Are Custom Fields?

Custom fields are additional fields that you can add to your Pipedrive account to track specific information about your contacts, deals, organizations, and products. They allow you to capture data that is not included in the standard Pipedrive fields. For example, you might want to track a customer’s birthday or their preferred method of communication.

Why Use Custom Fields?

Custom fields can help you tailor your sales process to your business needs. They allow you to track data that is specific to your business, which can give you a better understanding of your customers and their needs. For example, if you run a retail business, you might want to track the size and color of the products your customers buy, so you can better manage your inventory.

Setting Up Custom Fields

Setting up custom fields in Pipedrive is easy. Simply go to the “Settings” menu in your account and select “Custom Fields.” From there, you can choose which type of custom field you want to create, such as a text field, a dropdown field, or a date field. You can also choose which entity the custom field will be associated with, such as contacts, deals, organizations, or products.

Types of Custom Fields

There are several types of custom fields that you can create in Pipedrive:

Text Field

A text field allows you to capture a single line of text, such as a customer’s name or phone number.

Paragraph Field

A paragraph field allows you to capture longer pieces of text, such as a customer’s address or a product description.

Dropdown Field

A dropdown field allows you to create a list of predefined options, such as a customer’s preferred method of communication or the type of product they are interested in.

Checkbox Field

A checkbox field allows you to create a list of options that a customer can select, such as their product preferences or their interests.

Date Field

A date field allows you to capture a specific date, such as a customer’s birthday or the date that a deal is expected to close.

Using Custom Fields

Once you have created your custom fields, you can start using them to track data in your Pipedrive account. You can add custom fields to your forms, so that you can collect the data you need from your customers. You can also use custom fields to filter and sort your data, so that you can easily find the information you need.

Best Practices for Custom Fields

When creating custom fields in Pipedrive, it’s important to keep a few best practices in mind:

Keep It Simple

Only create custom fields that you actually need. Too many custom fields can make your account cluttered and difficult to navigate.

Be Consistent

Use consistent naming conventions for your custom fields, so that you can easily find the data you need. For example, use “Phone Number” instead of “Phone #”.

Test Your Fields

Before you start using your custom fields, test them to make sure they are working as expected. This will help you avoid any data-related issues down the line.

Update Your Fields

Regularly review and update your custom fields to ensure that they are still relevant to your business needs.

Conclusion

Custom fields are a powerful tool that can help you tailor your Pipedrive account to your business needs. By capturing and tracking data that is specific to your business, you can gain a better understanding of your customers and their needs. By following best practices for custom fields, you can ensure that your Pipedrive account is organized and easy to navigate.