Looking for early users for Required fields feature

Options
Kirill Grebtsov
Kirill Grebtsov Member Posts: 59
First Comment
edited July 2022 in Sales CRM #1

Hello all,

Me and my team are looking for early users for Required fields feature. More info is to follow in this post, but if you are interested in having more control on what data is required to add deal/org/person, please leave a comment with your email here.

Best regards,

Kirill

Tagged:
«13

Comments

  • Bernd Auer
    Bernd Auer Member Posts: 348
    First Anniversary 5 Likes 5 Up Votes Name Dropper
    edited April 2020 #2
    Options

    Would love to test it!

    bernd.auer@pd-experts.com

  • Ric Vezza
    Ric Vezza Member Posts: 3
    Solution Provider
    edited May 2021 #3
    Options

    Ric@vezzahub.com 👍🏼

  • Flip Nolen
    Flip Nolen Member Posts: 94
    Name Dropper First Anniversary 5 Likes First Comment
    edited April 2020 #4
    Options

    felicity@soberinthecountry.org

  • Gary Maguire
    Gary Maguire Member Posts: 2
    edited August 2021 #5
    Options

    what level subscription would be needed to have this once it goes live?  Do not want to enable a test that get taken away down the line. 

  • Mike Partington
    Mike Partington Member Posts: 2
    edited May 2021 #6
    Options

    mpartington@podfather.com

  • Antonio Specchia | easyCRM
    Antonio Specchia | easyCRM Member Posts: 22
    First Anniversary First Comment Photogenic Integration Partner
    edited May 2021 #7
    Options

    Please add easycrm thanks

  • Marcelo Silva
    Marcelo Silva Member Posts: 240
    First Anniversary First Comment Photogenic
    edited May 2021 #8
    Options

     

    marcelonanuvem@gmail.com 

  • Brandon Ingram
    Brandon Ingram Member Posts: 24
    First Anniversary Name Dropper First Comment Photogenic
    edited April 2020 #9
    Options

    Would love to be involved. Brandon at ectucson.com

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 843
    5 Likes First Anniversary First Answer Combo Breaker
    edited April 2020 #10
    Options

    interested

    boris@axisconsulting.io

  • Jan Visser_342
    Jan Visser_342 Member Posts: 70
    First Comment
    edited November 2020 #11
    Options

    Please enable jvisser@leibingerusa.com

  • Emily Naehring
    Emily Naehring Member Posts: 1
    edited May 2021 #12
    Options

    Emily@97display.com

     

  • Kendra Davies
    Kendra Davies Member Posts: 4
    First Anniversary
    edited April 2020 #13
    Options

    Interested. Please reach out with next steps. kdavies@marketscan.com

    Thank you. 

     

  • Jordan Wagner_74
    Jordan Wagner_74 Member Posts: 8
    First Comment
    edited April 2020 #14
    Options

    @Kirill Grebtsov  I am extremely interested in testing this. jordan.wagner@atmosphere.tv

  • Bruno França
    Bruno França Member Posts: 3
    First Anniversary Photogenic Solution Provider
    edited April 2020 #15
    Options

    Hi Kirill

    bruno@itzconsultoria.com.br

  • Produto_529
    Produto_529 Member Posts: 8
    Photogenic First Anniversary First Comment
    edited April 2020 #16
    Options

    Please enable produto@concil.com.br. I would love colaborate!

  • Sam Karim
    Sam Karim Member Posts: 23
    First Comment
    edited May 2021 #17
    Options

    samk@mypioneerroofing.com

  • Sabrina S
    Sabrina S Member Posts: 8
    First Comment
    edited May 2021 #18
    Options

    I am in

  • flow.digital
    flow.digital Member Posts: 12
    First Anniversary Photogenic
    edited February 2022 #19
    Options

    Yes please! nathan@flowdigitalinc.com 

  • TwelveFifth Inc
    TwelveFifth Inc Member Posts: 7
    edited May 2021 #20
    Options

    hello@webgurudc.com

  • Steve Klein
    Steve Klein Member Posts: 4
    Photogenic First Anniversary
    edited April 2020 #21
    Options

    Count me in - sk@cloudify.biz :-)

     

  • Jøran Nohr_2336
    Jøran Nohr_2336 Member Posts: 29
    First Comment
    edited May 2021 #22
    Options

    Ill be happy to test!

  • FX PulpMeUp.com
    FX PulpMeUp.com Member Posts: 49
    First Anniversary Name Dropper First Comment Photogenic
    edited May 2021 #23
    Options

    fx (at) 4front.tech thanks 

  • Einstein Peralta
    Einstein Peralta Member Posts: 3
    First Anniversary First Comment Photogenic
    edited November 2021 #24
    Options

    Hi. I want to try it and give my comments.

    Important fields without filling your data is one of the headaches in the use of crm

  • flow.digital
    flow.digital Member Posts: 12
    First Anniversary Photogenic
    edited April 2020 #25
    Options

    Yes please! nathan@flowdigitalinc.com 

    @Kirill Grebtsov, what's the ETA on this? Can't wait to test! 

  • Jennie Lau
    Jennie Lau Member Posts: 19
    Name Dropper First Comment First Anniversary Photogenic
    edited April 2020 #26
    Options

    Hi there, I'd like to test this feature and also give some feedback. I don't work in the B2B field, I work directly with consumers. I like how Pipedrive allows sorting and reports based on "organization" but in sales, what I really need is to track my highest converting referral sources and business partners, so that I can tweak my business activities based on this. Thank you. 

  • Jason Rainbird
    Jason Rainbird Member Posts: 4
    First Anniversary Photogenic
    edited February 2022 #27
    Options

    Yes please, though I worry that this undermines the principal of Pipedrive of being easy to use hence the extremely high uptake with sales people. If mandatory fields are introduced it might kill this. I'd rather see a nagging feature that constantly prompts for fields to be completed, similar to important deal fields but on organisations and people. As an example, let's say management want the postcode set as a mandatory field and I have a lead but don't know the postcode just yet. I won't be able to capture the lead in Pipedrive and will probably never remember to do it later. 

  • Kirill Grebtsov
    Kirill Grebtsov Member Posts: 59
    First Comment
    edited April 2020 #28
    Options

    Yes please, though I worry that this undermines the principal of Pipedrive of being easy to use hence the extremely high uptake with sales people. If mandatory fields are introduced it might kill this. I'd rather see a nagging feature that constantly prompts for fields to be completed, similar to important deal fields but on organisations and people. As an example, let's say management want the postcode set as a mandatory field and I have a lead but don't know the postcode just yet. I won't be able to capture the lead in Pipedrive and will probably never remember to do it later. 

    I do believe that it's a powerful tool that can be used for both good and bad, this is why when designing required fields we have thought of salespeople and introduced an option for management to choose in what stages certain fields are required, so that deal flow is not impacted.

    Additionally, you mention leads and this part is covered by our Lead inbox which is built around fast lead capture and qualification

  • Nick de Zoete
    Nick de Zoete Member Posts: 1
    edited May 2021 #29
    Options

    nzo@container-xchange.com

  • Jan Visser_342
    Jan Visser_342 Member Posts: 70
    First Comment
    edited May 2020 #30
    Options

    Yes please, though I worry that this undermines the principal of Pipedrive of being easy to use hence the extremely high uptake with sales people. If mandatory fields are introduced it might kill this. I'd rather see a nagging feature that constantly prompts for fields to be completed, similar to important deal fields but on organisations and people. As an example, let's say management want the postcode set as a mandatory field and I have a lead but don't know the postcode just yet. I won't be able to capture the lead in Pipedrive and will probably never remember to do it later. 

    @Jason Rainbird - respectfully, I don't think that's a problem with having mandatory fields as much as with the way people design their sales process.  Clearly, active dialog needs to happen around "what do we absolutely need to capture and where in the process do we need to capture it".  We've actually engaged our sales reps and brainstormed about what the minimum bar should be.  This really helps in getting it right. 

    The way it works now is elegant - and we shouldn't throw this out. I think most people just ask for the possibility of stronger enforcement than the current "nudge" of important fields. 

  • Jan Visser_342
    Jan Visser_342 Member Posts: 70
    First Comment
    edited February 2022 #31
    Options

    @Mike van der Valk Am I supposed to see something that I don't? Or has this not been enabled in my org yet?