Add new leads window --> will it be possible to add further fields (more than just phone, email, etc

Hello PD Team, will it be possible to add further fields (more than just phone, email, etc) in the Add new leads window --> thinking about inputting LinkedIn (other social networking) URLs.

When we input a lead, it would be helpful to add their LinkedIn, XING, etc URL (then it is important that the link opens in a new window) as most people look them up anyway on those networks to have a reference going forward.

Thanks and best regards!

Christian

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  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
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    edited July 15 #2

    @Christian Finke thanks for writing! There's currently a team working on making custom fields and other functionality available on the leads inbox 🚀  

  • Jay Stallard
    Jay Stallard Posts: 1
    edited June 2020 #3

    Great - I had the same question so thanks for confirming this is under development! 

  • John Edwards
    John Edwards Posts: 4
    edited February 24 #4

    Also more than one phone number!  Work and mobile would be nice!

  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited September 2020 #5

    Also more than one phone number!  Work and mobile would be nice!

    This will be possible after our update in a few weeks! (edit: due to technical difficulties this is taking longer than expected.)

  • Jon Liss
    Jon Liss Posts: 1
    edited February 24 #6

    Has the ability to add additional fields to lead gone live?

  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited September 2020 #7
    Jon Liss said:

    Has the ability to add additional fields to lead gone live?

    Hi @Jon Liss unfortunately due to technical difficulties this is taking longer than expected. Our team is still on it.

  • Ben Ruck
    Ben Ruck Posts: 3
    edited February 24 #8

    Hi Mike. Is this feature close to release? We are looking forward to it, as we miss crucial information when adding new leads at the moment. Cheers Ben

     

  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited December 2020 #9
    Ben Ruck said:

    Hi Mike. Is this feature close to release? We are looking forward to it, as we miss crucial information when adding new leads at the moment. Cheers Ben

     

    Hi @Ben Ruck 

    Currently in case there's data in the Lead field for example coming from a web form, the live chat or another source we display the following types:

    • Address
    • Autocomplete
    • Date
    • Date range
    • Large text
    • Monetary
    • Multiple options
    • Numeric
    • Organization
    • Person
    • Phone
    • Single option
    • Text
    • Time
    • Time range

    The following fields are also editable in the leads section:

    • Date
    • Large text
    • Monetary
    • Multiple options
    • Numeric
    • Phone
    • Single option
    • Text

    I hope this helps 🚀

  • Ben Ruck
    Ben Ruck Posts: 3
    edited February 24 #10

    Hi Mike,

    Thanks for the reply, but it does not help unfortunately. What I meant is that if we add a Lead manually, there are very limited fields available to fill out, and the custom fields that do show are not relevant for us for a Lead stage. Can we customise which fields show when we manually add a Lead (configurable like with Add deal and Add Person)    

  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited December 2020 #11
    Ben Ruck said:

    Hi Mike,

    Thanks for the reply, but it does not help unfortunately. What I meant is that if we add a Lead manually, there are very limited fields available to fill out, and the custom fields that do show are not relevant for us for a Lead stage. Can we customise which fields show when we manually add a Lead (configurable like with Add deal and Add Person)    

    Hi @Ben Ruck not at the moment unfortunately :( what fields and type of fields would you like to see when adding a lead manually and why? I can then pass this feedback on to the team 

  • Ben Ruck
    Ben Ruck Posts: 3
    edited February 24 #12

    Well the point is that these are custom fields that we have added to Contact persons. It looks now that some random custom fields are selected, I have no idea why specifically these are selected, but for instance we have defined three fields for a name (e.g. a Ditch name like Jan de Groot): "First name" (e.g. Jan), "Insertion" (e.d. de) "Last Name" (e.g. Groot). I would want to have these fields accessible when we manually ad a Lead, but now only "Insertion" is chosen (no idea why). Also it now shows wether or not this person needs to get a Christmas card (custom field yes/no) which after this month makes no sense at all ;-). 

  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited December 2020 #13
    Ben Ruck said:

    Well the point is that these are custom fields that we have added to Contact persons. It looks now that some random custom fields are selected, I have no idea why specifically these are selected, but for instance we have defined three fields for a name (e.g. a Ditch name like Jan de Groot): "First name" (e.g. Jan), "Insertion" (e.d. de) "Last Name" (e.g. Groot). I would want to have these fields accessible when we manually ad a Lead, but now only "Insertion" is chosen (no idea why). Also it now shows wether or not this person needs to get a Christmas card (custom field yes/no) which after this month makes no sense at all ;-). 

    Gotcha @Ben Ruck good feedback. I know that custom fields visible in leads now are those also set for deals. Not those for contact persons. Nonetheless, I understand your feedback and will make sure this reaches our team who will work on improvements to the whole leads area over time.