It would be super helpful if there was a way to customize the boxes in the sidebar like details, person, organization, etc. I know that you can hide and rearrange those boxes but it would be nice if you were able to add in your own box with its own fields. Especially in the real estate industry, there are different stages of the buying/selling process that require different things to be completed. Right now we have all of our fields in the details and the person boxes but it being able to add more boxes would help with organization.
Dave_50064 Posts: 1edited May 2022 #2
I will second this. It would be super helpful. @PipeDrive Any possibility of this happening in the future?
Miranda_17411 Posts: 15edited May 2022 #3
I am also in real estate and looking for this exact thing! Specifically I would like custom sidebar boxes that I can make private to my profile only, so I can keep commission information separate0