New: Deal card customization and pipeline sorting

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Rene H
Rene H Pipedrive Team Posts: 22 PIPEDRIVE TEAM
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edited June 2023 in What's New #1

Hello everyone,

We're about to add two quite frequently requested features:

  • Deal card customization (in Pipeline view) -> Available now!
  • Pipeline sorting -> gradually rolling out to customers from now through June 2023

Let us know your feedback, how these features are helping you and what problems they’re solving in your daily workflows.


Some important details to be aware of:

  • these feature(s) will be enabled for the whole company, not for a single user
  • the card customization feature is available for Professional and Enterprise plans; pipeline sorting is available on all plans
  • sorting based on custom fields is not possible yet, this will be added in future updates
  • the best way to share your feedback, issues, and improvement ideas is right here in this thread


Thank you! ☀️

Rene from Pipedrive


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Comments

  • Damir Sabani
    Damir Sabani Member Posts: 5
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    Yes please, sign me up.

  • Graham Cox
    Graham Cox Member Posts: 157
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    yes please, I'd like to try the beta

  • Lucas MAGNE
    Lucas MAGNE Member Posts: 163
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    Hey, yes please !! :)

  • Rafa
    Rafa Member Posts: 3
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    Yes please !! Thanks

  • Juli y Juans Kitchen
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    Yes, I think this will be amazing!!! Lets make it happen, how do we help!

  • Tran Minh Tuan
    Tran Minh Tuan Member Posts: 6
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    Yes please !! Thanks

  • Gian Marco - InCodice
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    Please, sign me in. Thank you !

  • Emma Melling
    Emma Melling Member Posts: 22
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    Yes! This will be brilliant!

  • Marketing_86194
    Marketing_86194 Member Posts: 5
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    edited April 2023 #10
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    We just recieved the beta and it looks awesome so far!

    What we are running into right now is that our customer qualification dealfield. Which is a custom deal field with multiple options as the dealfield type. Doesnt show up as an option to be added

    Will these fields be added later on, or was this an oversight?


    Anyways good work on the update, really enthousiastic about this!

  • Mahmood Hasan
    Mahmood Hasan Member Posts: 1
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    Tested the feature and it is right up to the requirement!

    Great job Pipedrive team for implementing this especially the flexibility in having different visible fields in different pipelines!


    What I wish to have is a clickable options like: you go direct to the contact if you click on it from the card itself

  • Dan Deibert
    Dan Deibert Member Posts: 7
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    Would love to beta test this. I'm one of the frequently asked group. :-)

  • Gian Marco - InCodice
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    Yes, please, sign me up!

    Many thanks

    Gm

  • Sarah Goodfellow
    Sarah Goodfellow Member Posts: 2
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    I like this concept but it would be nice to see the full users name versus just the hover state over their image.

  • Rene H
    Rene H Pipedrive Team Posts: 22 PIPEDRIVE TEAM
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    Thank you for all the feedback and great to hear it's useful.

    • I'll try to answer some questions that came up in the thread above:We do have limitations around which fields can be added to a card, specifically some custom field types aren't yet supported (like multiple option) and some will probably never be supported (like long text).
    • Regarding making individual items on the card clickable - we will discuss this idea, but in the first iteration we kept the original behaviour, not just for its familiarity to users but also to avoid a situation where you would need to start aiming between these fields to get to the deal page. But it's still an interesting idea and we'll investigate it further.
    • Full name vs image - Sarah I assume you mean the owner of the deal here. This should already be available - you see the full name when hovering over the image, but also next to the image without the need to hover.
    • Pipeline sorting support - coming very soon, you should get it next week
  • Sarah Goodfellow
    Sarah Goodfellow Member Posts: 2
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    Full Name vs image - Thank you Rene! But I am not seeing the name of the user or owner of the deal next to the hover state. I see the name of a LINKED PERSON but not user. See attached


  • Marco Govoni
    Marco Govoni Member Posts: 150
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    Let’s try this beta and I’ll release feedback ;-)

  • Douwe
    Douwe Member Posts: 1
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    I would like to sign up

  • Mathias Brask
    Mathias Brask Member Posts: 51
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    i would like to sign up aswell :-)

  • Cteoh
    Cteoh Member Posts: 1
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    I would like to sign up for my org too

  • Celine_69345
    Celine_69345 Member Posts: 1
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    Yes please, I'd like to sign up

  • Kingsley Holdaway
    Kingsley Holdaway Member Posts: 17
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    Is this still available? Id like to take a look at the Beta. Thanks.

  • Spenser Schmitt
    Spenser Schmitt Member Posts: 1
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    I would love to try this!!

  • Rene H
    Rene H Pipedrive Team Posts: 22 PIPEDRIVE TEAM
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    Thank you everyone for the feedback! Those of you who has sent the form should now have the features available, just updated the last batch.

    Few notes - many of you have more than one company, in this case we enabled for your default company for now, not all of them. Also I did see a few requests for card customization from Essential and Advanced plans, while it's only available for professional - so if you think this is still useful for you, I'd encourage to check out our plans page and maybe considering upgrading to Professional (there's a lot of other extra features coming with that plan not just card customization).


    Also still looking forward to all of your feedback and improvement ideas. ☀️

  • Schoenergie
    Schoenergie Member Posts: 3
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    Is this still available? I would like to try this.

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,115 COMMUNITY MANAGER
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    Hi everyone, deal card customization is available now and pipeline sorting will gradually be made available soon! Feel free to check the original post for more details.

  • Minhaz Moosa
    Minhaz Moosa Member Posts: 43
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    @Manuel Oliveira can I get access?

  • Bazin
    Bazin Member Posts: 1
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    Intrested by the Sorting Pipeline function ...

  • Gloria Kraschinski
    Gloria Kraschinski Member Posts: 1
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    Hi,

    When will be the pipeline sorting made available? It would be of so much help!

    thx!

  • HobW
    HobW Member Posts: 2
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    Please sign me up! It's what I've been looking for.

    Thanks, Hob

  • Guilherme - Sales Ops - Dattos
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    Hello! Could you sign me in as well? That's exaclty what we are looking for at the company. Thanks!