Leads Inbox gets Custom Fields in all plans 🛠️ ✅
The most asked-for addition to Leads is here: Custom Fields! It's live for all Pipedrive plans starting today (September 21st, 2020).
🤔 How does it work?
- Create custom fields for Leads in Settings > Company > Data Fields > Lead/Deal
- Add, change or delete the values in the fields
- Editable types of custom fields (for now...): Text, Single-option, Multiple-option, Date, Numerical, Monetary, Large Text, Phone
- Read-only types of custom fields (for now... ): Autocomplete, Person, Organization, Address, Date Range, Time, Time Range
- Expand and collapse the Lead/Person/Organization custom fields inside the Lead detail
- Bulk actions not available to edit custom fields at the moment, only the default Lead fields.
- Mandatory field rules not available for Lead fields at the moment.
🔮 More to come:
- All types of custom fields eligible for Leads
- Specifying which custom fields you want to see in the Lead detail vs. Deal detail
Learn all about Custom Fields/Data Fields in our Knowledge Base and the Pipedrive Academy.
Stay on top of what’s coming down the line:
- Follow What's Planned to know what we're working on currently and what’s to come.
- Follow What’s New and don’t miss any new releases.
- Join our Research and Beta Testing channel for the chance to try out early versions of new and improved features. 🚀
Comments
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Great!
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Thats great!
@Inês Batata is it also planned to add custome fields in the leads overview (leads / all leads)?
Cheers, Peter
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Peter Kesch said:
Thats great!
@Inês Batata is it also planned to add custome fields in the leads overview (leads / all leads)?
Cheers, Peter
Hi @Peter Kesch !
Not sure I understand what you mean: do you mean customising the columns that are shown/hidden in the Leads Inbox? If that's what you mean, it's in our plans, yes, but no timeline yet.
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Peter Kesch said:
Thats great!
@Inês Batata is it also planned to add custome fields in the leads overview (leads / all leads)?
Cheers, Peter
@Inês Batata exactly this is what I meant. Typically a company has a huge amount of leads and fewer deals. You need to sort the leads and filter them in order to get them through in a productive way. The functionality should be similar to the list view for deals.
The current functionality is very limited and in order to work with leads in a productive way, the list view as in deals should do the job.
Thank you!0 -
Peter Kesch said:
Thats great!
@Inês Batata is it also planned to add custome fields in the leads overview (leads / all leads)?
Cheers, Peter
Thank you for clearing that up @Peter Kesch !
Among the various improvements we still want to make to the Leads Inbox is making the interface very similar to a List View, yes
So stay tuned for news about that.Here’s how to stay on top of what’s coming down the line:
- Follow What’s New and don’t miss any new releases.
- Follow What's Planned to know what we're working on currently and what’s to come.
- Join our Research and Beta Testing channel for the chance to try out early versions of new and improved features. 🚀
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I'm trying to use the Lead view -- you guys have it showing a persons title but not the organization. I assign the orgranization to ad reps and then they confirm the person. Is there any way to see the lead by organization???
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pamela mashburn said:
I'm trying to use the Lead view -- you guys have it showing a persons title but not the organization. I assign the orgranization to ad reps and then they confirm the person. Is there any way to see the lead by organization???
Hi @pamela mashburn !
We're current working on building a list view for leads that similar to what you have for deals, as well as other improvements.
For now you can add the lead's organization in the side panel, like so:
Learn more:
If after this you still find yourself struggling, please reach out to our Support team and they will help you. For urgent or technical issues Support is always the most adequate and quickest channel of communication. Thank you!
This is where we make all product update announcements, make sure to follow them:
- Follow What's Planned to know what we're currently working on and what’s to come.
- Follow What’s New and don’t miss any new release announcements.
- Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.
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