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?