Need to separate 'Lead/deal add view' field attribute in to two

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MC
MC Member Posts: 70
5 Likes 5 Up Votes First Comment Name Dropper
edited November 2023 in Ideas and Product Feedback #1

Hi Pipedrive team!

The 'Lead/deal add view' field attribute needs to be separated into two attributes of:

  • 'Lead add view' and
  • 'Deal add view'

Why?

Because for a lead we only need 6 or so segmentation and qualifying questions asked, whereas for a deal we want to know about 30 pieces of information.

Requiring those 30 fields to be on the 'Add lead' webform makes that unusable for us as far less technical people (and customers) complete the lead forms, whereas professional advisors on our team complete the deal fields.

Hope that use case makes sense!

Thanks!

MC

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