How to create custom fields in Pipedrive
Go to Settings > Company > Data fields, and click “Add custom field.” The field can be added under Lead/deal, Person, Organization, Product or Project.
In the window that appears, name the field and select the type of field you wish to create. Pipedrive offers a variety of custom field types that can easily be customized according to the information you need for your data.
How to group custom fields in Pipedrive
Go to Settings > Company > Data fields. Navigate to the field entity tab (lead/deal, person, organization, product or project) and click “Organize fields”.
Creating a “Manager” field in Pipedrive
If you prefer to store as well the hierarchy you create on the account chart in vizrm in your Pipedrive system, this is best done by creating a field (for example, called “Manager”) for persons that contains the link to their direct manager.
This will allow you to quickly navigate between the persons within Pipedrive via hyperlink.
1. Navigate to a person page in Pipedrive & select “Customize fields“
2. Select “Add a new field” at the bottom of the list
3. For the manager field, you need to choose a “person” field type
Now you are all set! If you’d like to dig deeper, you can also refer to the Pipedrive documentation