Guide

1. Go to the profile icon at the top right corner.

2. Select Company settings.

3. Locate Data fields in the new left sidebar menu, under Company Settings.

4. You can now pick which tab you wish to add a new data field to.

5. Once selected, click on the + Custom field button to add.

6. Enter the details for your new field.

7. Click on Save when done.

8. You should now have the new field visible in the list.

9. You will notice the field appear inside the detailed view for the item.

10. Click on the three dotted icon for more options.

11. Select Customize fields.

12. A new edit and delete option will appear, click on the Bin icon to delete this field. Note that you can also add a new field from here using the + Custom field button.

13. You will be prompted with an overview of the field usage and information. Click on Delete to confirm your decision.

14. You now know how to add and remove a custom field in Pipedrive.