
Custom fields and filtering
Customize your Pipedrive account to match your company's needs. Create fields and filters that are suited to how you operate.
What you'll learn
Create custom data fields
Create custom data filters
Suggested
Contacts sync
1 min
Activities and calendar
3 mins
Calendar sync
1 min
Choose the best plan for you
5 min
Deal rotting
2 mins
Detail view
2 mins
Email tracking
1 hour
Goals
3 mins
Group email
2 mins
How your data is organized
4 mins
Important fields
2 mins
Import data
5 mins
Insights
5 mins
Invite your team and start selling
2 mins
Leads inbox
3 mins
List view
5 mins
Pipeline view
3 mins
Revenue forecast report
2 mins
Revenue forecast view
2 mins
Sales inbox
3 mins
Scheduler
5 min
Smart contact data
2 mins
SmartDocs
9 mins