Custom fields and tags

Custom fields are managed centrally and visibility is controlled per pipeline — create a field once and choose which pipelines show it.

Creating a custom field

Settings → Data fields → Add field → set the name, type, icon, and whether it shows on the deal card.

Field types available

Text, Dropdown (choice), Date, Number. Each can have a custom icon and name.

Showing a field in a specific pipeline

Settings → Pipelines → select the pipeline → enable the fields you want visible. A Sales pipeline can show “Deal value” while an Onboarding pipeline shows “Onboarding date.”

Adding dropdown options and tags

Dropdown fields require you to create options first. Settings → Data fields → find the field → Edit → add your options (e.g. “Inbound”, “Referral”) → Save. The message “No options found. Perhaps you should create some?” just means the dropdown is empty — not an error.