How to show or hide Pipedrive data fields per pipeline

Paul Minors
Paul Minors Posts: 66
10 Comments Solution Provider
edited July 28 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:

 

Comments

  • Alex Stueber_20061
    Alex Stueber_20061 Posts: 104
    Elite Solution Provider
    edited December 2020 #2

    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 Posts: 4,376 PIPEDRIVE PRODUCT MANAGER
    2500 Comments 25 Likes Second Anniversary First Answer
    edited December 2020 #3

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

  • Aleksandr Berdyugin
    edited February 25 #4

    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 Posts: 66
    10 Comments Solution Provider
    edited June 2021 #5

    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.