How custom fields work in Teamopipe

Custom fields let you track information specific to your business: deal value, lead source, contract type, close date, industry, or anything else you need on a deal, contact, or organization.

Fields are central — visibility is per pipeline

Fields are created once in Settings → Data fields and can be used across the workspace. But you control where each field is visible. See field visibility settings per pipeline.

Why a field might not show in a pipeline

If a field exists but is not visible in a pipeline, it is probably hidden for that pipeline. Go to Settings → Pipelines, select the pipeline, and review field visibility. This is intentional — it keeps each board clean without showing every possible field.

Fields on deal cards vs detail views

Show a field on the Kanban card if it helps you scan the board quickly — deal value, close date, and priority are good examples. Keep a field off the card if it is useful but not needed at a glance.