Custom Fields - Based on Stage, Pipeline and whether Lead, Deal

Eli Glanz
Eli Glanz Posts: 57
Second Anniversary

As is the typical sales and prospecting process, certain and most data points are not entered initially, but as the Deal goes through the pipeline.

  • Different pipelines have different Data points.
  • Different stages within each pipeline have different Data points
  • Leads typically won't need / use even half the Custom fields needed for a deal.

The result of having unneeded Fields in the Detail view in stages they're not needed/useful is unfilled custom fields and inconsistent data entry. This is more than annoying, it's resulting in a broken and cluttered workflow.

I went in the Leads view and saw all the custom fields which are only a thing after the 5th stage in our Deal pipeline - that's just bad... and distracting - resulting in a mental block to the salesperson from focusing on the task at hand.

Just as we have the option of selecting whether fields appear as 'important fields', based on the pipeline and stage, we need the option as to whether we want to see those fields at all... Based on Pipeline, Stage and Lead / Deal

 

One more thing, can we have data fields in the backend, hidden fields accessible only through a data export or API? (I guess having the ability to hide fields would basically result in a workaround where we have this as well)

Thanks!

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Comments

  • Kyle Neuenschwander
    edited February 25 #2

    Affirmed; the option to show/hide custom fields based on user group and/or pipeline or stage would be huge for separation of power and managing data.

  • Eli Glanz
    Eli Glanz Posts: 57
    Second Anniversary
    edited August 2021 #3

    Affirmed; the option to show/hide custom fields based on user group and/or pipeline or stage would be huge for separation of power and managing data.

    This makes a big difference for all users in an organization, eventually field visibility based on User/Team could also be added - but let's not get ahead of ourselves

  • Meg Palumbo
    Meg Palumbo Posts: 8
    edited March 31 #4

    The bulk of this request is a great point (ability to hide fields at different stages). I was doing some digging on an update for the feature to have unique custom fields per pipeline and found this thread, there are a lot of posts about this feature request. This one seems to have the most comments in case you want to like/follow this one too: https://community.pipedrive.com/post/custom-fields-for-each-pipeline-5f73025f71196641fd35d4b8