**To add custom fields to [Papo](https://papo.global/) Kanban cards, you can use the native estimated value and items fields, as well as create custom attributes on contacts and display them directly on the card. This way, information such as close probability, average deal size, or any strategic data stays visible in the pipeline without leaving the platform.**

Papo Kanban already offers essential fields for managing opportunities, but every business has its own metrics. By combining native fields and custom attributes, you adapt cards to your sales process, making the funnel more informative and actionable for the entire team.

## Summary of customization options

| Resource | What it does | How to use |
| :--- | :--- | :--- |
| **Estimated value** | Native card field to record the opportunity value in R$. | Fill it in manually or set it in bulk via Super Chat or API. |
| **Items (products/services)** | List of items that sum up the card total, useful for building the deal size. | Add items individually or in bulk to multiple cards. |
| **Custom attributes** | Custom fields created on contacts (text, number, date, list). | Create the attribute, populate it on the contact, and make it visible on the Kanban card. |
| **Visible fields** | Control which contact fields appear on the card (e.g., company, close date, attributes). | Adjust in the Kanban view settings to display the relevant data. |

## How it works: step by step

### 1. Use the card's native fields
Every Kanban card already has an **estimated value** field and the ability to add **items** (products or services). Estimated value is ideal for quickly recording expected revenue. Items are useful when the sale involves multiple products — the card total will be the sum of those items, helping calculate the pipeline's average deal size.

You can fill in these fields directly in the card interface or, for more speed, use Super Chat with commands such as “set estimated value of R$ 5,000 on Company X's card” or “add a R$ 470 item to all cards in the Proposal column”.

### 2. Create custom attributes for contacts
If you need fields that don't exist by default — such as close probability, region, vertical, or maturity stage — the path is to create **custom attributes** in Papo CRM. These attributes are linked to the contact, and since each Kanban card can be associated with a contact, you can display them on the card.

Creation is done in **Settings → Custom Attributes**. Define:
- **Key** (internal identifier, no spaces).
- **Display name** (what appears on cards and filters).
- **Type** (text, number, date, or list of predefined options).

For example, to monitor close probability, create a **number** attribute named “Probability (%)”. To classify the lead profile, use a **list** with options such as “Hot”, “Warm”, “Cold”.

Once created, the attribute appears on each contact's record. You can fill it in manually, via spreadsheet import, or through integration with other systems.

### 3. Display attributes on the Kanban card
With attributes populated on contacts, the next step is to make them visible on pipeline cards. Papo lets you customize which contact fields are displayed in the Kanban view, so each card shows exactly the information your team needs.

Go to the Kanban view options and adjust the **visible fields**. There you can hide fields that don't make sense (such as “Close Date” if you don't use it) and enable display of the custom attributes you just created. This way, when looking at the funnel, the team immediately sees close probability, customer segment, or any other strategic data without needing to open the contact.

### 4. Enrich the pipeline with actionable data
With the right fields in view, Kanban becomes a complete control panel. A manager can, for example, mentally sort cards by close probability and prioritize follow-ups. In addition, these same attributes can be used in automation **Flows** and **Segments**, allowing you to trigger messages or move cards automatically based on rules such as “if probability > 70%, notify the manager”.

## Who it's for

- **B2B sales teams** that need to track close probability, average deal size, and negotiation stage directly in the pipeline.
- **Inside sales operations** that work with a high volume of leads and want to visually filter the hottest ones.
- **Companies already using custom attributes** on contacts and wanting to bring that data into Kanban, unifying CRM and sales funnel.
- **Sales managers** who need richer reports, combining estimated value, items, and custom fields for conversion analysis.

## Frequently asked questions

### Can I create any custom field on the card?
Yes, as long as you create the attribute on the contact and make it visible in Kanban. There is no limit to the number of attributes, but the card display can be adjusted to show only the most relevant ones.

### How do I add the “close probability” field?
Create a custom attribute of type **number** named “Probability (%)”. Fill in the value on the contact linked to the card and enable display of this field in the Kanban view settings.

### Do custom fields appear in reports?
Contact attributes can be used in segmentations and in the platform's reports. For details on specific metrics, see the Reports module in your Papo account.

### Is it possible to make a field required before moving the card?
The platform allows you to customize visible fields, but whether a field is required may vary depending on the funnel configuration. Check the validation options in the Kanban settings or contact support to confirm the availability of this feature in your plan.

### Can I add items and estimated value at the same time?
Yes. Estimated value is an independent field, while items make up a list that sums the card total. You can use both simultaneously — for example, keep estimated value as a quick reference and detail items to calculate average deal size accurately.

### Do custom fields work in the mobile app?
Papo is a progressive web app (PWA) that adapts to mobile devices. Cards and visible fields are also displayed in the mobile version, allowing your team to track the pipeline from anywhere.

## Read also

- [How to create and configure a sales funnel in Kanban from scratch](/hc/papo/articles/how-to-create-and-configure-a-sales-funnel-in-kanban-from-scratch)
- [How to use custom attributes to segment contacts by interest and send targeted campaigns](/hc/papo/articles/use-custom-attributes-segment-contacts-interest-targeted-campaigns)

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