How to show or hide Pipedrive data fields per pipeline

Options
Paul Minors
Paul Minors Member Posts: 89
First Anniversary 5 Up Votes Name Dropper 5 Likes
edited July 2022 in Sales CRM #1

I often get asked if you can show/hide fields on certain pipelines or at certain stages. While you technically can't disable a field from showing on a particular pipeline, there is a workaround we can use. 

Set all your data fields to NOT display in the details view. Then go through each field and customise the pipeline/stage you want to show certain fields using the important settings. This will hide all your fields by default but they will appear in the 'Important' section based on the pipeline and deal stage.

Here's a video with more details:

https://www.youtube.com/watch?v=tQTJa2f3wlA

 

Tagged:

Comments

  • Alex Stueber
    Alex Stueber Member Posts: 89
    First Anniversary 5 Likes Name Dropper Photogenic
    edited December 2020 #2
    Options

    Hey @Paul Minors great way to tackle visibility issues! 

    I'm doing the same for a large company that have several pipelines and many teams. They loved the idea and its working really well so far.

    Great video mate! Well done!

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,078 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    edited December 2020 #3
    Options

    Love to see this type of material spread here 🚀 thanks for sharing @Paul Minors 

  • Aleksandr Berdyugin
    Aleksandr Berdyugin Member Posts: 1
    edited February 2022 #4
    Options

    Great video, thank you!

    One more question, is there a possibility to tune the deal card view on the pipeline page? 

  • Paul Minors
    Paul Minors Member Posts: 89
    First Anniversary 5 Up Votes Name Dropper 5 Likes
    edited June 2021 #5
    Options
    Aleksandr Berdyugin said:

    Great video, thank you!

    One more question, is there a possibility to tune the deal card view on the pipeline page? 

    I'm afraid not. You can't change the info that shows on the cards I'm afraid.

Categories