Creating custom pipeline fields

Here's how you can create custom pipeline fields to track additional details related to your process:

• Not sure what a pipeline is? Learn more here.
• Mouse over "Settings" in the navigation bar and select “Customize your CRM” in the menu.
• Please note: only admins can customize the pipeline and add custom fields. If you don't see that option, you'll need to contact an admin on your account.
• Next, select the desired pipeline name. Note that it is possible to have more than one pipeline, and the pipeline name(s) you see may vary depending on your account customization.
• Under the "Custom fields" section, click the button "Create a new custom field."
• Enter the desired name and choose the appropriate field type.
• If you select a dropdown or checkbox list, enter the appropriate options. To the right of each option, select a color to add color-coding if desired.
• Optionally, tick the box “Set default value” and enter or select a default value to appear in the field. Note that this is not an option for File fields or Contact link fields.
• Under the Display settings, select the “Display on [Name of pipeline] badges” option to display the field on the pipeline badge on the contact record. Learn more about pipeline badge settings here.
• Hit "Create custom field" to add the new field, and once created you can click and drag the new field to reorder it.
• Not sure which field type to select? Learn more about custom field types here.
• Repeat this process as needed to create additional pipeline fields. Examples of custom pipeline fields include a checklist of required documents, products of interest, amount of a sale, or a target completion date.
• Not sure if you should add a custom pipeline field or a custom contact field? Learn more about the differences between pipeline fields and contact fields here.