See Custom Fields from contact in deals and and Vice Versa

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guuyef
guuyef Member Posts: 21
First Comment
edited April 22 in Sales CRM #1

Hi all,

I want to create custom Fields for example for a person and I want to see them also in Deal-view. And I also want to do this vise versa. When I create a custom field in the deals, I want to see it also in contact.

How to do that.

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Answers

  • guuyef
    guuyef Member Posts: 21
    First Comment
    #2
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    anyone can help here

  • Sophie
    Sophie Pipedrive Team Posts: 148 PIPEDRIVE TEAM
    First Answer First Comment 5 Likes First Anniversary
    #3
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    Hi @guuyef,

    If you create a person custom field, it will also appear in the deal detail view under the Person section! It will look like this-

    Annotation on 2024-04-25 at 15-04-09.png

    However, a person contact can have multiple deals associated with it so all of the deal details are collapsed when viewing deals from the person detail view, like this-

    Annotation on 2024-04-25 at 15-08-37.png

    You can create a custom field in your account but going to the company settings → data fields-

    Annotation on 2024-04-25 at 15-16-31.png

    I hope this helps!

  • guuyef
    guuyef Member Posts: 21
    First Comment
    #4
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    Hi Sophie.

    Thank you much.

    When I create a Custom fiels "Money" in the Deal. How ist ist possible to this Custom field in Contact view. Or if I create this fiels in the Contact, how can I see it in the Deal?

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