The most asked-for addition to Leads is here: Custom Fields! It's live for all Pipedrive plans starting today (September 21st, 2020).
 

 

🤔  How does it work?

  • Create custom fields for Leads in Settings > Company > Data Fields > Lead/Deal
     
  • Add, change or delete the values in the fields
     
  • Editable types of custom fields (for now...): Text, Single-option, Multiple-option, Date, Numerical, Monetary, Large Text, Phone
     
  • Read-only types of custom fields (for now... ): Autocomplete, Person, Organization, Address, Date Range, Time, Time Range
     
  • Expand and collapse the Lead/Person/Organization custom fields inside the Lead detail
     
  • Bulk actions not available to edit custom fields at the moment, only the default Lead fields.
     
  • Mandatory field rules not available for Lead fields at the moment.

     

🔮 More to come:

  • All types of custom fields eligible for Leads
  • Specifying which custom fields you want to see in the Lead detail vs. Deal detail


     

Learn all about Custom Fields/Data Fields in our Knowledge Base and the Pipedrive Academy. 

 

Stay on top of what’s coming down the line: