Getting started with Pipedrive Custom Fields

Custom fields in Pipedrive allow you to store important information related to the deals (sales opportunities) you're working on, the people and organisations that you're selling to. In this video, I share how to create new custom fields, the different settings and quality rules that are available. I also show how to use formula fields to perform calculations, useful for things like calculating sales commission.

0:00 - Introduction
1:05 - What are custom fields?
3:42 - How to create a new custom field
6:42 - Field settings
8:41 - Pipeline settings
9:40 - Important & Required Fields
12:10 - Formula Fields
14:49 - Outro

[christophercourtney]

Very nice, thank you! Loved the tip about person vs deal field. That will save a lot of time. Kudos on the Pipedrive recognition. Well deserved!

[whitecollarawakening]

I am attempting to run a report on a custom report of "Referred by" this can be for a person, company, or Deal. Whoever referees something, I input their name. However I am not able to run a referred by report?

[ajaykumarleo]

Can I create custom object in pipedrive? I want to add new object Contracts and add all the custom field under this "Contracts" object.

[steven]

As well as Leads & New business I would like to add in a Repeat business pipeline
The question I have is can pipeline generate Enquiry numbers (i.e. E1234)

Every new enquiry we have gets logged on a spread sheet all the documents & drawings are then stored in a file with the enquiry number against it

If Pipedrive could generate this number I could get rid of this spread sheet

We currently use workflow 2 for managing jobs & time sheet entry's, the Lead generation part of this software is not ideal

Pipedrive looks like it work better if i could get it to generate this Enquiry number for me

[davidjarred]

Thanks for the great content and congrats on your award🎉
Question: can one Integrate a WhatsApp chat onto pipedrive like we can with emails?