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
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