Getting started with Pipedrive Custom Fields

Need help with Pipedrive? Book a 30-minute introductory call to learn more about our consulting service » https://minorco.com/pipedrive Custom fields in Pipedrive allow you to store important information related to the deals (sales opportunities) you're working on, the people and organisations that you're selling to. In this video, I share how to create new custom fields, the different settings and quality rules that are available. I also show how to use formula fields to perform calculations, useful for things like calculating sales commission. 0:00 - Introduction 1:05 - What are custom fields? 3:42 - How to create a new custom field 6:42 - Field settings 8:41 - Pipeline settings 9:40 - Important & Required Fields 12:10 - Formula Fields 14:49 - Outro Sign up to Pipedrive using my partner link and get an extended trial: https://minorco.com/affiliate/pipedrive Request a quote! Purchase your Pipedrive licenses through MinorCo and receive the best price on your subscription + complimentary support: https://minorco.com/pipedrive-request... Want to take full advantage of Pipedrive? Sign up to our Master Pipedrive support program and take Pipedrive to the next level » https://minorco.com/pipedrive Sign up to my newsletter to get regular tips and videos on how to use Pipedrive better » https://minorco.com/newsletter