Learn more about the differences between custom contact fields and custom pipeline fields here.
Custom contact fields are saved on the contact or company record directly.
- Custom contact fields are meant to track details related to the contact or company specifically, like an account ID or spouse name.
- These custom fields often have entries that remain static over time, like an industry or spouse's birthday.
- Only use custom contact fields for data that you almost always collect. Adding too many custom fields that you don't normally use can create clutter on the contact, making it harder to navigate.
- Custom contact fields appear on the right side of the contact, under the "Contact info" section. They'll also appear when you create or edit a contact.
- You can filter the Contact list and Pipeline report by custom contact fields. Learn how to filter by custom contact fields here.
- Custom contact fields will be included in contact data exports, but they will not appear in other exports like the pipeline export.
- Not sure how to add custom contact fields? Learn more here.
Custom pipeline fields are saved within a pipeline item.
- Not sure what pipelines are? Learn more here.
- Custom pipeline fields are meant to track details related to a specific process. For a sales process, that might be the product of interest or an estimated value.
- These fields appear within the Pipeline report, but they'll be less visible on the contact directly. In order to see the pipeline fields on a contact, you'll need to mouse over the pipeline item specifically.
- The pipeline report is the only list in the CRM where you will be able to filter using your custom pipeline fields (you cannot filter for custom pipeline field data on the main Contact list). Learn how to filter by custom pipeline fields here.
- Custom pipeline fields will be included in pipeline exports, but they will not appear in other exports like the contact data export.
- Not sure how to add custom pipeline fields? Learn more here.