If you’re a salesperson, you know how important it is to keep track of your leads, deals, and customers. Pipedrive is a powerful CRM tool that can help you do just that. One of the key features of Pipedrive is its custom fields. In this article, we’ll explore what custom fields are, how to create them, and how to use them to improve your sales process.
What are custom fields?
Custom fields are fields that you can add to your Pipedrive account to track information that is important to your business. They are completely customizable, so you can create fields that are specific to your industry, company, or sales process. For example, you might create a custom field for “source” to track where your leads are coming from, or a custom field for “industry” to track the industries of your customers.
How to create custom fields
Creating custom fields in Pipedrive is easy. Here’s how:
- Go to the “Settings” tab in the top right corner of your Pipedrive dashboard.
- Select “Custom fields” from the menu on the left.
- Click the “Add field” button.
- Choose the type of field you want to create (text, number, date, etc.)
- Enter a name for the field.
- Choose whether the field should be visible to all users or just to you.
- Click “Save” to create the field.
Once you’ve created a custom field, you can add it to any of your deals, contacts, or organizations. Simply open the item you want to add the field to, click on the “Custom fields” tab, and select the field from the dropdown menu.
How to use custom fields
Custom fields can be used in a variety of ways to improve your sales process. Here are a few examples:
Segmentation
You can use custom fields to segment your leads, contacts, and organizations based on specific criteria. For example, you might create a custom field for “lead source” and segment your leads based on whether they came from a webinar, a trade show, or a referral. This can help you tailor your messaging and follow-up to each group.
Reporting
Custom fields can also be used to create custom reports. For example, you might create a custom field for “deal size” and use it to create a report that shows you all of your deals over a certain size. This can help you identify trends and opportunities in your pipeline.
Automation
You can use custom fields to automate certain tasks in Pipedrive. For example, you might create a custom field for “lead status” and use it to trigger certain actions, such as sending a follow-up email or assigning a task to a team member.
Best practices for using custom fields
Here are a few best practices to keep in mind when using custom fields:
Be strategic
Don’t create custom fields just for the sake of it. Make sure each field serves a specific purpose and is aligned with your sales process and goals.
Keep it simple
Don’t create too many custom fields or make them too complex. This can lead to confusion and make it harder to use Pipedrive effectively.
Use naming conventions
Use consistent naming conventions for your custom fields to make them easier to find and use. For example, you might use “Lead Source” instead of “Where did you hear about us?”
Train your team
Make sure your team understands how to use custom fields and why they are important. This can help ensure that everyone is on the same page and using Pipedrive effectively.
Conclusion
Custom fields are a powerful feature of Pipedrive that can help you track and manage information that is important to your business. By creating custom fields that are aligned with your sales process and goals, you can improve your segmentation, reporting, and automation. Just remember to keep it simple, be strategic, and train your team to use custom fields effectively.