How to create a custom pipeline property

Learn how to create custom properties for your Fundraising pipelines.

By default, we create a few properties to track for your Fundraising pipelines. However, you might want to tailor the properties and fields to your fundraise and company. 

To start, click Fundraising in the lefthand side navigation. From here, you will want to click Custom properties in the top right corner as shown below: 

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Once you are in your properties section, you'll be able to create the following types of fields:

  • Single or multi-line text

  • Single select dropdown

  • Multiple select dropdowns

  • Number

  • Currency

  • Percent

  • URL

  • Date

Determine the type of property you would like to create and click Add property. A few examples of custom properties are shown below: 

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Let us know if you have any questions when customizing your fundraising pipeline.