Empower your business with pipeline deals for businesses

How to create outlook signature

since pipeline deals has clients in all sorts of different industries custom fields are how you can build the data points that are specific to your company they can be set up at the company person or deal level as a general rule of thumb you'll want to create custom fields at the company or person level if it's something that won't change as you do business with your clients industry region or birthday would be examples of these if it's something that could change as you do multiple deals with a particular client then you would want to use a deal field things like product interest or expiration date could be an example of these to create a new field just click on the new field button and select the type of field you'd like to create some of these options are pretty self-explanatory but if you need more explanation dropdowns are where you can have multiple options and your users can select just one pick lists are where you can have multiple options and the users could select more than one of these Association fields give you the ability to link additional companies to a person company or deal record the most common example of this would be a parent child company relationship text fields are really great because they're very flexible but they don't require any consistency so sometimes it's hard to query off of them we usually recommend using a text field if none of the other options would work for you you can also edit existing custom fields by clicking on the little edit icon next to them the only thing that you can't do here is to change the custom field type there could be discrepancies that would prevent the data from transitioning over you can also delete custom fields but we always recommend taking a backup by exporting your data into Excel before doing so if you have any questions please contact our customer care team they can be reached at 866 seven zero two seven three zero three or customer care at pipeline deals calm