Separate Field Views in Deals vs Leads vs Pipelines

Administrator_14693
Administrator_14693 Member Posts: 40 VERIFIED MEMBER
Fourth Anniversary 10 Comments Name Dropper 5 Likes
edited October 21 in Sales CRM #1

Is there a way we can customize the info and view of data and fields in Leads, Deals and Pipelines? If not, can they provide an option to select to mirror or customize. Our issue is that in Leads, we do not need all the information contained in Deals unless it is converted. Thus we have pipelines that do not need any of that data in deals. It would be great to have something like this to streamline Pipelines, deals and leads better. Not to mention Conditional Logic for fields would be priceless!

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  • Tony Xavier
    Tony Xavier Pipedrive Team Posts: 156 PIPEDRIVE TEAM
    100 Comments 25 Likes 5 Answers Second Anniversary
    #2

    Hello,

    Based on the current logic of Leads and Deals, they share the same fields, and one suggestion we could put forward is to use Field groups, where you can setup groups(s) for Lead and Deal fields, which will help to minimise the clutter and makes accessing the right set of fields easier.

    Also, for accounts in Professional or above, you can also hide all "Lead" fields in Deals using the Pipeline specific field settings. We hope this helps :)

  • Administrator_14693
    Administrator_14693 Member Posts: 40 VERIFIED MEMBER
    Fourth Anniversary 10 Comments Name Dropper 5 Likes
    #3

    Yes, we are using groups currently but it clutters the LEAD view. We also greatly need customized views based on fields as depending on the person's role, some fields are not needed. The reason conditional logic based fields would be amazing step for the CRM. I do hope dev. considers as it would really allow flexibility and customization.

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