Specific fields require updating when moving to specific stage?

Lester Pridham
Lester Pridham Member Posts: 2
First Comment First Anniversary
in Sales CRM #1

Hi All,

I know hubspot can do this, not sure if there is a work-around on pipdrive?

Can you make a field need updating or a pop-up notifying you to update when you move deal to a specific stage?

For example moving from 'Quoting' stage to 'Quote Sent' stage, can you make it a requirement to update the deal value or a popup/reminder somehow to update?

Best Answers

  • Lester Pridham
    Lester Pridham Member Posts: 2
    First Comment First Anniversary
    #2 Answer ✓

    Yes but that would make it required for all stages correct? It wouldn't be specifically for that particular stage?

  • Josh Buesking
    Josh Buesking Member Posts: 174
    First Anniversary First Comment First Answer 5 Likes
    #3 Answer ✓

    You can set it for individual stages.

    Each Stage has a check box.

    Screenshot 2023-04-11 230552.png


Answers

  • Josh Buesking
    Josh Buesking Member Posts: 174
    First Anniversary First Comment First Answer 5 Likes
    #4

    Yes you can do exactly that.

    Under fields settings you can set it to important that will let you move to the stage but get an alert in the deal view reminding you.

    You can also set it as required and you can't move to next stage without.

Categories