As a salesperson, you are always looking for ways to improve your productivity and increase your chances of closing deals. One of the ways to do that is by using Pipedrive custom fields.
What are Pipedrive Custom Fields?
Pipedrive is a customer relationship management (CRM) tool that helps you manage your sales pipeline. Custom fields allow you to add extra information to your deals, contacts, and organizations. You can use custom fields to track any information that is important to your sales process but not included in the default Pipedrive fields.
How to Create Custom Fields in Pipedrive?
Creating custom fields in Pipedrive is easy. Here is how you can do it:
- Log in to your Pipedrive account.
- Go to Settings > Customize Fields.
- Select the entity (deal, contact, or organization) for which you want to create a custom field.
- Click on the “Add Field” button.
- Enter the field name and select the field type (text, number, date, etc.).
- Click “Save” to create the custom field.
Examples of Custom Fields in Pipedrive
Here are some examples of custom fields that you can create in Pipedrive:
- Lead source: where did the lead come from?
- Product interest: which product or service is the lead interested in?
- Deal value: how much is the deal worth?
- Next follow-up date: when should you follow up with the lead?
- Lead status: what stage of the sales process is the lead in?
Benefits of Using Custom Fields in Pipedrive
Using custom fields in Pipedrive can help you:
- Track any information that is important to your sales process.
- Personalize your sales process by adding fields that are specific to your business.
- Get a better overview of your sales pipeline by filtering and sorting your deals based on custom fields.
- Save time by automating your sales process with custom fields.
Best Practices for Using Custom Fields in Pipedrive
Here are some best practices for using custom fields in Pipedrive:
- Keep it simple: don’t create too many custom fields that can clutter your sales pipeline.
- Be consistent: use the same field names and types throughout your sales pipeline.
- Use automation: create workflows that update your custom fields automatically based on certain criteria.
- Get feedback: ask your team for feedback on your custom fields and adjust them as needed.
Conclusion
Pipedrive custom fields are a powerful tool that can help you manage your sales pipeline more effectively. By creating custom fields that are specific to your business, you can track any information that is important to your sales process and personalize your sales process. Follow the best practices for using custom fields in Pipedrive, and you will see an improvement in your productivity and your chances of closing deals.