Getting started with Pipedrive Custom Fields

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

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