Custom Fields on PipeOne: how to create and use them

Custom fields allow you to personalize your experience on PipeOne by adding specific information that matters to your business. You can create or edit these fields to collect and organize data in a way that fits your workflow.

How to Access Custom Fields

To manage custom fields, go to:

  • Menu > Configurations > Custom Fields

Here, you can create a new custom field or edit an existing one.

Steps to Create or Edit a Custom Field

  1. Name the custom field
    Give your field a clear, descriptive name.

  2. Show in: Choose where the field appears
    Select where you want the field to be visible. The options are:

    • Contact Form: custom fields added here will show up in the contact (client) profile.

    • Company Form: custom fields here appear in the "Basic Info" section of your company profile. To access: Home > Configurations > My Company

    • User Form: custom fields in the user form appear in the user (operator) profile. To access: Home > Configurations > Users > New User
      This is useful for storing extra information about your team members.

New fields

Add a new field, click "Add new field." You can include information that is important for your business, such as: text, email, drop-down options, radio buttons, checkboxes, large text, numbers, dates, or website/social media links.

Strategic Uses

Custom fields are powerful because they let you:

  • Store information unique to your business needs.

  • Filter and segment contacts, companies, or users for better organization.

  • Use the data for strategic actions, like sending bulk messages or creating custom reports.

By customizing your fields, you make PipeOne work better for your business, helping you stay organized and efficient.

Product Team