How-to

Add custom fields and arrange the lead page

Admins can add their own fields to leads and choose which cards and fields appear on the lead page. The layout applies to everyone in the workspace.

Who can do this: Admins arrange the layout and create fields in it. Anyone importing can create a field during an import.
Plan: Free

Field types

Custom fields can be text, number, money, date, date and time, a single choice, multiple choices, a checkbox, a web link, or a phone number.

Create a field while arranging the lead page (admins)

Open any lead.
Open the layout editor. You can reach it from Manage fields in the Add lead form, or from a card's settings on the lead page.
On a card, choose Add fields, then Create new field. Give it a name and type, and add it to the card.
Choose Save and exit.

In the editor you can also reorder cards, rename them, hide them, and add or remove fields. Reset to default restores Pipelio's original layout. Everyone on your team sees the arrangement you save.

Create a field during an import

In the Match columns step, choose Custom field… for a column, then Create a new custom field. See Import leads from a CSV or Excel file.

See every field

Admins can review all fields, where each is used and how many leads have a value in Settings, then Fields.

Current limitation

The Add field button on the Settings Fields page does not create a field yet. Use the lead page layout editor or an import instead.

Last reviewed October 1, 2026.

Still need help?

In Pipelio, open Support at the bottom of the left sidebar and send a message. Workspace admins can message support directly; other teammates should ask their admin. Include what you clicked, what you expected, and the exact words of any message you saw.