Workflows for Custom details
Workflows for custom details would be great. For example I work in Hospitality sales for card machines and need to know which EPOS (till system) they are using at the restaurants. So I create custom workflows for this as follows:
Do they have an EPOS system = YES or NO
Suggestion for Pipedrive to add:
{if YES} = EPOS NAME
Pipedrive then actions the name of the EPOS under custom details, promotes the deal where an EPOS is present at the business to a new pipeline or similar action.
{if NO} = no further action
this can be used in a number of sections and fields and I think would be a great addition to Pipedrive and could be extended to things like the leads section:
example:
IS the business Qualified currently
{if yes} = create follow-up or promote prospect to deal
{if no} Snooze this for a later date to follow up