Stages tell you where something is. Fields tell you what it's worth, how big it is, or whatever else you need to see next to the name. They're set up in Fields, in the pipeline's settings.
A field belongs to the pipeline, not to the company or contact. Deal value on your sales board doesn't follow the account onto the renewals board — which is usually what you want, because the two numbers mean different things.
Text — anything short: an owner's name, a plan, a note about why an entry is stuck.
Number — seats, licences, tickets raised during onboarding.
Currency — a number formatted as money, in EUR, USD, GBP or CHF.
The currency is a property of the field, so one pipeline reports in one currency. If you sell in several, a plain number field plus a text field for the currency is more honest than a total that silently adds euros to dollars.
Each field can carry one calculation, shown at the foot of every board column and under the table. Number and currency fields offer Sum, Average, Min, Max and Count. Text fields offer Count, Filled and Empty. Or No total, which is the right answer for most fields.
Sum on a currency field is the one that earns its place: the bottom of each stage then reads as pipeline value, and you can see where the money is sitting.
Filled and Empty are quieter but useful — a stage showing eleven empty owners is a data-quality problem you'd otherwise never notice.
Fields appear on the cards, as columns in the table, and in the entry panel — editable in all three. No form to open: click the value and type.
An automation can also set a field, which is how a value ends up filled in without anyone typing it.
Removing takes the column off the board and the table.
Every field is something a person has to fill in, and cards grow taller with each one. Two or three that people actually maintain beat eight that are half empty — and a half-empty field makes its total misleading rather than merely incomplete.
