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Pipeline Custom Fields

Last updated on October 24, 2024.

Custom fields can help you store unique information for your sales pipeline. For example, a business that sells solar panels may configure a 'Number of Solar Panels' custom field and use the gathered data to forecast the demand for solar panels. This data can streamline supplier orders or help the company determine whether to recruit more installers based on the projected demand for solar panels.

This document guides you in using custom fields for the opportunities in your pipeline and discusses the following topics:

  • Adding a custom field
  • Editing a custom field
  • Deleting a custom field

Adding a custom field

Reference

Please review the Field Types and UI Elements documentation to guide you in creating your custom fields.

To add a custom field:

  1. Navigate to Pipelines from the main menu.
  2. Select Custom Fields.
  3. Find the pipeline to which you want to add a custom field and select its Edit row action link.
  4. Select ADD CUSTOM FIELD.
  5. Fill out the form for creating a custom field. Field requirements and descriptions are detailed below.
  6. Select SAVE FIELD.
  7. Select SAVE to finalize the addition of your custom field.

These are the field requirements and descriptions for creating a custom field:

Input LabelTypeRequiredDescription
Field Name Input Field Yes The name of the custom field.
Field Type Dropdown Yes The type of data processed by the field. Options include:
  • Array
  • Boolean
  • Date
  • DateTime
  • Data Source
  • Data Source (Multiple)
  • GeoJSON
  • Float
  • Integer
  • Media
  • String
  • Time
UI Element Dropdown Yes The front-end element used to gather data from users. Options depend on the field type chosen.
Note

Newly created custom fields are automatically incorporated into existing opportunities. They can be used to modify opportunities created before the new custom field.

Editing a custom field

To edit a custom field:

  1. Navigate to Pipelines from the main menu.
  2. Select Custom Fields.
  3. Find the pipeline whose custom fields you want to edit and select its Edit row action link.
  4. Select the custom field you want to edit.
  5. Make your changes.
  6. Select SAVE FIELD.
  7. Select SAVE to finalize your edits.

Deleting a custom field

To delete a custom field:

  1. Navigate to Pipelines from the main menu.
  2. Select Custom Fields.
  3. Find the pipeline whose custom fields you want to delete and select its Edit row action link.
  4. Select the custom field you want to delete.
  5. Select DELETE FIELD.
  6. Select SAVE to finalize the custom field deletion.
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