How can I edit a custom field?

You can edit the custom field within the "Pipeline Settings".

Edit a custom field

  1. Click on the “User” and select “Pipeline Settings” from drop down menu.
  2. Click on "Fields & Forms".
  3. Click on the corresponding Pipeliner Form you would like to customize i.e. Account, Contact, Lead or Opportunity.
  4. Click on the "Edit" (pencil icon) within the "Actions" column for the corresponding custom field. You can edit the field within the Form directly as well.
  5. Edit the custom field and click "Save".
Note: You must publish the changes! After publishing, all Pipeliner users need to synchronize in order to see the changes!

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