Editing custom pipeline fields

Here's how to edit custom pipeline fields:

• Mouse over "Settings" in the navigation bar and select “Customize your CRM” in the menu.
• Please note: only admins can edit custom pipeline 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.
• On the next page, you should see a section "Custom fields." Mouse over the desired field, and click on the "Edit field settings" link that appears.
• In the dialog that opens, edit the name of the custom field. If the field is a dropdown or checkbox list, you can also edit the options within that list. If the field is a date field you can edit the way it appears on your calendar as well.
• Save any changes, and repeat the process as needed to edit any other custom fields.
• You can also click and drag the custom fields to reorder them if you'd like.
• Need to edit a custom contact field instead? Learn how to edit a custom contact field here.