In this video, you will learn how to create and reorder custom fields in Pipedrive CRM. Here are the steps you can follow:
* Click on the "Details" pane within a deal in Pipedrive.
* Click on "Customized fields" and create a new custom field.
* Enter the details for the new custom field, such as the name and options.
* You can make the new field a required field or not.
* Hit "Done" to create the custom field.
* You can reorder fields by clicking on "Reorder fields" and dragging the custom field to where you want it to be.
* You can also create and reorder custom fields in the person and organization sections of Pipedrive.
* You can access the "Data fields" section under "Company settings" to create custom fields for leads, deals, people, organizations, products, and projects.
* You can reorder fields by clicking on the three dots on the right-hand side of the field.
* Before deleting custom fields, make sure you have exported the data to a CSV file in case you need to restore the data later.
In summary, the video provides a step-by-step guide on how to create and reorder custom fields in Pipedrive. It also emphasizes the importance of backing up data before deleting a custom field
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