Changing the Deal Title when transitioning a lead to a deal

Gabriel Spitz
Gabriel Spitz Posts: 4
Second Anniversary Photogenic
edited July 2022 in Ideas and Product Feedback #1

Hi all, In trying to convert a lead into a deal I want to change the Deal Title and I am not being able to edit that field. I understand it cant be empty but I cant change it. Can someone set me straight please.

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  • Mike van der Valk
    Mike van der Valk Posts: 3,624
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    PRODUCT MANAGER
    edited February 2022 #2

    Hi @Gabriel Spitz 

    This was actually done intentional but somehow the fields looks editable.
    For now please save the deal and then later go in and edit the title.

    Nonetheless, I'll have the team take a look to see if we can either make it editable while converting the lead or make it more clear it can only be done after..

    Thanks for pointing this out!

  • Mike van der Valk
    Mike van der Valk Posts: 3,624
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited May 2020 #3
    Mike van der Valk said:

    Hi @Gabriel Spitz 

    This was actually done intentional but somehow the fields looks editable.
    For now please save the deal and then later go in and edit the title.

    Nonetheless, I'll have the team take a look to see if we can either make it editable while converting the lead or make it more clear it can only be done after..

    Thanks for pointing this out!

    @Gabriel Spitz the team has made it available to edit the title of the deal now when converting the lead. Please double check if it's working for you!

  • Gabriel Spitz
    Gabriel Spitz Posts: 4
    Second Anniversary Photogenic
    edited May 2020 #4
    Mike van der Valk said:

    Hi @Gabriel Spitz 

    This was actually done intentional but somehow the fields looks editable.
    For now please save the deal and then later go in and edit the title.

    Nonetheless, I'll have the team take a look to see if we can either make it editable while converting the lead or make it more clear it can only be done after..

    Thanks for pointing this out!

    Hi @Mike van der Valk, it works now. Allows me to edit the name of the Deal before converting.

    Thats great thank you.

    I would also like to offer our services to Pipedrive as we also provide highly specialized teams that develop internationally. Who could I speak to?

  • Mike van der Valk
    Mike van der Valk Posts: 3,624
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited May 2020 #5
    Mike van der Valk said:

    Hi @Gabriel Spitz 

    This was actually done intentional but somehow the fields looks editable.
    For now please save the deal and then later go in and edit the title.

    Nonetheless, I'll have the team take a look to see if we can either make it editable while converting the lead or make it more clear it can only be done after..

    Thanks for pointing this out!

    So you have developers as contractors you'd like to offer to our engineering team, do I get it right?

  • Gabriel Spitz
    Gabriel Spitz Posts: 4
    Second Anniversary Photogenic
    edited May 2020 #6
    Mike van der Valk said:

    Hi @Gabriel Spitz 

    This was actually done intentional but somehow the fields looks editable.
    For now please save the deal and then later go in and edit the title.

    Nonetheless, I'll have the team take a look to see if we can either make it editable while converting the lead or make it more clear it can only be done after..

    Thanks for pointing this out!

    Yes

  • Mike van der Valk
    Mike van der Valk Posts: 3,624
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited May 2020 #7
    Mike van der Valk said:

    Hi @Gabriel Spitz 

    This was actually done intentional but somehow the fields looks editable.
    For now please save the deal and then later go in and edit the title.

    Nonetheless, I'll have the team take a look to see if we can either make it editable while converting the lead or make it more clear it can only be done after..

    Thanks for pointing this out!

    @Gabriel Spitz we don't have any development teams in the US and rarely work with contractors. Do you have teams in other countries?

  • Gabriel Spitz
    Gabriel Spitz Posts: 4
    Second Anniversary Photogenic
    edited May 2020 #8
    Mike van der Valk said:

    Hi @Gabriel Spitz 

    This was actually done intentional but somehow the fields looks editable.
    For now please save the deal and then later go in and edit the title.

    Nonetheless, I'll have the team take a look to see if we can either make it editable while converting the lead or make it more clear it can only be done after..

    Thanks for pointing this out!

    All our teams are Nearshore to US from Latin America or Nearshore to Europe from Spain and Ukraine.

    I dont have team in US. Our teams integrate into the client team. I have sent you a connection request to take this to LinkedIn and email if you would like.

  • Mike van der Valk
    Mike van der Valk Posts: 3,624
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited May 2020 #9
    Mike van der Valk said:

    Hi @Gabriel Spitz 

    This was actually done intentional but somehow the fields looks editable.
    For now please save the deal and then later go in and edit the title.

    Nonetheless, I'll have the team take a look to see if we can either make it editable while converting the lead or make it more clear it can only be done after..

    Thanks for pointing this out!

    I'll respond there later on thanks Gabriel!

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