Show or hide pipeline fields

Step by step

1. 1

   Select the pipeline and click Fields.

2. 2

   Find the field in its section.

3. 3

   Turn its switch on to show it or off to hide it.

4. 4

   Click Save and check a deal form.

5. 5

   When finished, Save applies the field settings. To abandon unsaved visibility, name or option changes, close with X or Cancel and reopen to check the saved settings.

What you need to know

• Hiding a field is not an access-permission rule.
• Saving Fields preserves import numbers and other pipeline settings. The dialog can close without showing a save failure; reopen to verify before treating the change as complete. Creating or requesting deletion of Labels uses separate commands and is not undone by closing the dialog.