Ability to rank values in multiple option custom field


We have a multiple option custom field on our pipedrive organizations that we use to record different software solutions that our clients use. We would like to be able to rank the values in this multiple option field i.e. the providers each of our clients use the most.

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  • cooper22
    cooper22 Member Posts: 4
    First Comment
    edited October 2023 #2

    In Pipedrive, you can use a custom field with multiple options to record the various software solutions your clients use. However, Pipedrive does not provide a built-in feature to rank these options directly within the custom field itself. Instead, you can employ a workaround to achieve this by using other Pipedrive features or third-party applications. Here's a comment on how you can do this:

    1. Tags or Custom Fields for Ranking: You can create custom fields or tags for each software solution provider. Then, for each organization, add the relevant custom fields or tags for the software solutions they use. This way, you can easily filter and sort the best cleaning organization based on the number of times a specific custom field or tag appears, effectively ranking the software providers.
    2. Activities and Notes: You can also use Pipedrive's Activities and Notes features to record interactions and information about the software solutions used by your clients. By tracking activities related to each provider, you can gain insights into which ones are used more frequently.
    3. Integrate with External Tools: Consider integrating Pipedrive with external tools like Zapier, which can help you automate certain processes. You can set up a Zap that counts the number of times each provider is mentioned in notes or activities, and then update a custom field to reflect the ranking.
    4. Export and Analyze Data: You can export your Pipedrive data and use spreadsheet software like Microsoft Excel or Google Sheets to analyze and rank the software providers based on the information you've recorded in the custom field.

    Remember that the approach you choose may depend on your specific needs and the complexity of your data. While Pipedrive is a versatile CRM tool, you might find it necessary to supplement it with other tools and workflows to achieve the ranking functionality you're looking for.