Multiple Pipedrive work flows with separate or unique Detail fields
I'm trying to run 2 brands from the one instance of PD. I'm wanting to capture different information that is relevant to those brands. Currently I have to separate instanced of PD and its effecting our ability to cross sell / capture client data. I'm wanting to combine instances, but under separate workflows.
The issue I'm seeing, is I cant have different 'details' on the individual pipelines. I can select different 'Important info' across the different workflows but these fields are all coming from a centralised pool of 'details' options.
- Can I have different 'details' data sets on separate pipelines?
- When entering 'important info' rather than the info being removed and loaded in the 'details', can the 'important info' remain pinned to the top of the screen?
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,228edited February 2022 #2
If you have separate pipelines, you can define which fields are required for each pipeline using Required and Important fields settings.0
Gregory Paul Posts: 6edited September 2021 #3Amit Sarda said:
If you have separate pipelines, you can define which fields are required for each pipeline using Required and Important fields settings.
Thanks for getting back to me Amit,
Pipedrive doesn't allow me to edit the 'details' fields in the separate pipelines. If I make an update to the details fields it updates on both instances. I'm left with a very long list of available data fields that may not be relevant to that pipleine.
Like how you can edit the 'important fields' for separate pipelines, it would be cool if this feature was available for the 'details' too.