Configurable Deal Cards??

2

Comments

  • Laura Maier
    Laura Maier Member Posts: 23
    First Anniversary First Comment
    edited October 2021 #32

    I was just looking for an answer to this question as well and found this parallel thread...no answer yet though...

    (7) Customize the Deal card (pipedrive.com)

  • Jian Goh
    Jian Goh Member Posts: 1
    edited October 2021 #33

    I would like to customise the card view to. For my business, name of the organisation is not important, I want to be able to see the person's name, the product I assigned to this person and the next activity & date. Is there a way to do it? 

  • Nancy Vamvakas
    Nancy Vamvakas Member Posts: 30
    First Comment
    edited September 2023 #34

    I'm thinking of an implementation similar to that found in Trello.   (I'm not in any way endorsing or recommending Trello  .. just that their rather limited and simplistic product has configurable cards that can be made to display different user-defined-selected fields)

  • Steven Saal
    Steven Saal Member Posts: 3
    First Comment
    edited September 2023 #35

    I want to also say that this is absolutely necessary. Came here looking for a information on how to customize info on Deal cards. So I also second what Darek Młodnicki said. 

  • Leticia Couto
    Leticia Couto Member Posts: 1
    First Comment
    edited September 2023 #36

    Hello, I would like to know if the customize cards info feature is working?

  • Sebastiaan_52239
    Sebastiaan_52239 Member Posts: 1
    First Comment
    edited September 2023 #37

    Second this. The amount of info on the ticket is too limiting. Even if one can only tag the agent/s that are working on the deals.

  • Ken Tom
    Ken Tom Member Posts: 1
    First Comment
    edited September 2023 #38

    +1

    I'm on here evaluating Pipedrive as a trial.

    This makes or breaks the decision for us, because the default card view is useless for my organisation.  

  • Mikko Hell
    Mikko Hell Member Posts: 1
    First Comment
    edited September 2023 #39
    Ken Tom said:

    +1

    I'm on here evaluating Pipedrive as a trial.

    This makes or breaks the decision for us, because the default card view is useless for my organisation.  

    Same thing over here!

  • Nicole Maio
    Nicole Maio Member Posts: 1
    First Comment
    edited September 2023 #40

    +1 for this. Podio has it.

  • Mike Rothman
    Mike Rothman Member Posts: 1
    First Comment
    edited September 2023 #41

    We need this feature! Thanks.

  • Ramin Shaikhi
    Ramin Shaikhi Member Posts: 1
    First Comment
    edited September 2023 #42

    +1 

    this is a necessity for me - really think it would be valuable to prioritize this. It's a game changer 

  • Tom Boot
    Tom Boot Member Posts: 1
    First Comment
    edited September 2023 #43

    I would love to see this feature. Deal cards don't contain enough information!
    Another way you could manage this is by a preview feature when hovering over the deal card. 
    It takes so much time to have to click into the card or to add addtional info to the heading on the card.

  • Christian Haintz
    Christian Haintz Member Posts: 1
    First Comment
    edited September 2023 #44

    Would also need this, adding 2 or 3 custom or system fields to the deal cards in the pipeline view would make it a huge improvement for us.

  • Tim Cooley
    Tim Cooley Member Posts: 2
    First Comment
    edited September 2023 #45

    Any updates on this? 

  • George Curran
    George Curran Member Posts: 2
    First Comment
    edited July 2022 #46

    HI there, I was wondering if you modify the data in the Deal Card data in Pipline View box to include additional summary data (eg in addtion to client, deal name and $ value) for a given deal. In y case, I would like to add a data box (internal Company deal reference number) and the Deal Age such that when you see Deal Pipeline Deal Cards you also see this additional information for a given prospect. This would be good for our Group reporting sessions ---- would provide a great visual summary. 

  • Rahim from TrackRhino
    Rahim from TrackRhino Member Posts: 1
    First Comment
    edited September 2023 #47

    +1 please do this! 

  • Marc Kresin
    Marc Kresin Member Posts: 2
    First Comment
    edited September 2023 #48

    We just migrated to Pipedrive and this feature GAP is really anoying. We want to display the name of sales person and perhaps more information. This feature is a must have! REALLY disappointing

  • Guillaume Wiatr
    Guillaume Wiatr Member Posts: 1
    First Comment
    edited September 2023 #49

    I would love to be able to see the contact name on the card. I think about people when I think about deals, not brand names. This feature would be great. 

  • George Curran
    George Curran Member Posts: 2
    First Comment
    edited February 2022 #50

    Yes agreed - would be very helpful to have degree of fiield customisation on deal cards

  • Eric A Gombrich
    Eric A Gombrich Member Posts: 9
    First Comment
    edited September 2023 #51

    We have another use-case for the same feature.  We would like to display "Next Step" in the card so when we're doing a pipeline review with mgmt, it is clear what the next step in a deal is; if it's scheduled for 3 weeks from today (for example), we don't need to click into the deal and discuss it; we can move on to the next one.

  • Eric A Gombrich
    Eric A Gombrich Member Posts: 9
    First Comment
    edited September 2023 #52

    We would like to add the custom field of "Next Step" so when doing a pipeline review with the team, we don't need to necessarily click into each Deal to see what the next step is...

    As many on this thread suggest, other CRMs offer this.

     

    Is there an update from Pipedrive development on the prioritization and/or delivery of this feature?

  • Nicolas Konecny
    Nicolas Konecny Member Posts: 1
    First Comment
    edited September 2023 #53

    dear pipedrive, what is the status on this? thank you

  • Sal V
    Sal V Member Posts: 1
    First Comment
    edited September 2023 #54

    any updated?

  • Josh Buesking
    Josh Buesking Member Posts: 174
    First Anniversary First Comment First Answer 5 Likes
    edited September 2023 #55

    I am in the project beta tester and they realized kanban view last week.

    It has customizable deal cards and is totally awesome. Would love to see this in the main product.

  • Glenda G Anderson
    Glenda G Anderson Member Posts: 2
    First Comment
    edited September 2023 #56

    +1 here.  should be straightforward to allow user to replace a deal card field with another more useful field.

  • Matt Charles
    Matt Charles Member Posts: 6
    First Comment First Anniversary
    edited September 2023 #57

    Anyone listening? 

    This is a necessary feature. I can't understand why there's been no response?

  • Andy Theimer
    Andy Theimer Member Posts: 11
    First Anniversary First Comment Photogenic
    edited September 2023 #58

    Yes, please copy HubSpot's functionality here!  Or ClickUp does a really nice job of it to.  It doesn't need to be everything but primary contact, close date, last contacted, a few basics would be really helpful!

  • Magnus_71885
    Magnus_71885 Member Posts: 1
    First Comment Photogenic
    edited September 2023 #59

    +1 here. We need this is as well.

     

  • David Kregl
    David Kregl Member Posts: 4
    First Comment
    edited September 2023 #60

    +1 for this must-have feature

  • Abigail Turner
    Abigail Turner Member Posts: 1
    First Comment
    edited July 2022 #61

    I just wanted to add to the community requests to be able to customise the details shown on the deal card. Seems like a lot of people would find it helpful and I know it would make our work way more efficient. Thanks!

This discussion has been closed.