Configure Fields on a Deal Pipeline
Open the pipeline field settings
Section titled “Open the pipeline field settings”Open Pipelines, select Manage, and choose the pipeline to configure. An editable pipeline has Custom Fields and Card Display tabs alongside Stages. These settings are scoped to that pipeline.
Manage custom fields
Section titled “Manage custom fields”In Custom Fields, use Custom Field to add a field and select an existing field to edit it. The manager also lets you control whether a field is shown and place fields in detail tabs. Fields left in Details remain in the default detail tab.
The manager separately lists system fields and custom fields. Some system fields are locked; do not assume every field can be hidden or edited.
Set detail tabs
Section titled “Set detail tabs”In the Detail Tabs section, select Tab to add a detail tab, then name, reorder, or delete tabs as needed. Save with Save detail tabs. This changes the layout for deals in the selected pipeline.
Choose fields for Board cards
Section titled “Choose fields for Board cards”Open Card Display to choose fields shown on Kanban cards. The page permits up to three system or custom fields and shows a running selection count. Removing a field from this selection changes the card display without deleting the field or its values.