From a Pipedrive Pro - How to Automatically Duplicate Deals in Other Pipelines with Links To The Fir

https://pipedrive.hubs.vidyard.com/watch/VrYu2U19h92jArpw85yPqz?ref=community_post

In this tutorial, our Pipedrive pro @Luiza Salomão returns to demonstrate how to use Workflow Automations to take the manual work out of duplicating deals to other pipelines on your Pipedrive account.

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Comments

Alex Stueber

Nice trick @Luiza Salomão !

Markus Funk

@Luiza Salomão Great add on ! One thing still missing in PD are custom fields that only show up:

in certain piplines
or deal stages

Lets take your example. When a deal becomes a customer and is moved to your project pipeline, I will need different custom fields for that duplicated deal. Only to be shown for those kind of deals in that particular pipeline. This currently is not a feature but should be. What do you think?

Alex Stueber

@Luiza Salomão Great add on ! One thing still missing in PD are custom fields that only show up:
in certain piplines
or deal stages
Lets take your example. When a deal becomes a customer and is moved to your project pipeline, I will need different custom fields for that duplicated deal. Only to be shown for those kind of deals in that particular pipeline. This currently is not a feature but should be. What do you think?

I completely understand your need @Markus Funk
I have been waiting for this feature for a loooooonnnnnng time.

I understand there are challenges changing the way custom fields are displayed and linking deals & pipelines only, but I reckon a simple way would be creating "sections" inside the "detail for deals", where you could also change the names for those sections.
Then use a cascade method, similar to the collapse button that exists already to show the fields in that section.

Any product manager/designer to give us hope for the future? (@Mike van der Valk @Humar Santos @Nuno Oliveira ) @Inês Batata Do you know anything about this feature coming soon?

Markus Funk

@Luiza Salomão Great add on ! One thing still missing in PD are custom fields that only show up:
in certain piplines
or deal stages
Lets take your example. When a deal becomes a customer and is moved to your project pipeline, I will need different custom fields for that duplicated deal. Only to be shown for those kind of deals in that particular pipeline. This currently is not a feature but should be. What do you think?

Great idea! 👏

Flip Nolen

Thank you for your time in making this video, @Luiza Salomão
I feel these types of videos will benefit smaller organisations that don't have IT support!