Chrome Pipedrive CRM Add-in
It would be advantageous to be able to customise the fields that appear in the Chrome Add-in.
For example, the Pipedrive (PD) CRM panel add-in is open on the RHS of my GMail window.
Let's say I receive an email from a prospect and using the add-in, add them to PD.
I've previously added a new field in PD which is the contact's 'position' in the organisation, which is often in their email signature, and important, for example, if I wish to email business owners.
Currently, I have to edit them in PD, copy the position from the email and switch to PD to add it.
Often too, the phone number I capture is their mobile, yet the number in the CRM panel is always their WORK number by default, so I have to again edit in PD.
Maybe in an upgrade of the Add-in, the ability to customise the panel might be something that would streamline the 'creating a new contact' process from an email.
Kurt Jones_71 Posts: 50edited February 2022 #2
Do you mean to show the customer field like here ("Support Team" is a custom field) or to edit the field from the sidebar?0
John Broadbent Posts: 2edited August 2021 #3Kurt Jones said:
Do you mean to show the customer field like here ("Support Team" is a custom field) or to edit the field from the sidebar?
To be able see a custom field in the sidebar (ie Position) and be able to add/edit it without going into PD itself:.
These are the current default fields:
So, I'd like to add the Mobile field and Position field as per my PD Contact form:
Hopefully this all makes sense! :-)