How To Add Or Remove Field In Pipedrive
Here is how you can add or remove fields in Pipedrive:
- Go to the profile icon at the top right corner.
- Select Company settings.
- Locate Data fields in the new left sidebar menu, under Company Settings.
- You can now pick which tab you wish to add a new data field to.
- Once selected, click on the + Custom field button to add.
- Enter the details for your new field.
- Click on Save when done.
- You should now have the new field visible in the list.
- You will notice the field appear inside the detailed view for the item.
- Click on the three dotted icon for more options.
- Select Customize fields.
- A new edit and delete option will appear, click on the Bin icon to delete this field. Note that you can also add a new field from here using the + Custom field button.
- You will be prompted with an overview of the field usage and information. Click on Delete to confirm your decision.
- You now know how to add and remove a custom field in Pipedrive.
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