How Do I Add A New Column To Pipedrive

How to Add a New Column to Pipedrive

  1. Log in to Pipedrive: Access your Pipedrive account.
  2. Go to Settings: Click on the gear icon in the top right corner.
  3. Select Custom Fields: Find the option for custom fields in the settings menu.
  4. Choose the Right Pipeline: Select the pipeline where you want to add the new column.
  5. Click on Add Field: Look for the button to add a new field or column.
  6. Name Your Column: Enter a name for your new column.
  7. Choose Field Type: Select the type of data the column will hold (text, number, etc.).
  8. Save Changes: Click the save button to finalize your new column.
  9. Check Your Pipeline: Go back to your pipeline to see the new column in action.