Please bring Customfields to the Insights Dashboard

Lukas Zischewski
Lukas Zischewski Posts: 46
edited June 23 in Sales CRM #1

As i am setting up our Dashboard i miss our customfields to track in the Dashboard.

Is there a way to do this? To my understanding i can just use some default fields.

 

 

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Comments

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 25 #2

    Hi @Lukas 

    It's actually available from the professional plan and up at the moment. 

  • Lukas Zischewski
    Lukas Zischewski Posts: 46
    edited February 2021 #3

    Hi @Lukas 

    It's actually available from the professional plan and up at the moment. 

    according to the support only the "custom field options that can be used are user, person, organization, date, multiple options, single option, monetary (including weighted value), and numeric". which is not sufficient. e.g. Date Range is missing.

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 2021 #4

    Hi @Lukas 

    It's actually available from the professional plan and up at the moment. 

    Gotcha, thanks @Lukas will pass that on!