Need custom fields when converting deal from leads inbox

Bec Morse
Bec Morse Posts: 3

I currently have custom fields in our new deal template that are mandatory for ensuring our process runs smoothly. I was super excited about the new Leads Inbox, but there is no way to add our custom fields when converting a deal from the leads inbox. We won't be able to use the leads inbox effectively until that feature is added.

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  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 24 #2

    @Bec Morse thank you very much for sharing here. Great news! We're working on implementing this. The leads inbox is pretty new and in the near future you can expect many exciting updates there 🚀

  • Bec Morse
    Bec Morse Posts: 3
    edited April 2020 #3

    @Bec Morse thank you very much for sharing here. Great news! We're working on implementing this. The leads inbox is pretty new and in the near future you can expect many exciting updates there 🚀

    Great! Can't wait to see this one in place. Thanks Mike.

  • Vicky Canedo
    Vicky Canedo Posts: 1
    edited August 2020 #4

    @Bec Morse thank you very much for sharing here. Great news! We're working on implementing this. The leads inbox is pretty new and in the near future you can expect many exciting updates there 🚀

    @Mike van der Valk  When do you think it will be released?  Also, we would obviously need a way to filter the new fields too.  Currently, you cannot filter "Lead TItle".  Thanks.

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited August 2020 #5

    @Bec Morse thank you very much for sharing here. Great news! We're working on implementing this. The leads inbox is pretty new and in the near future you can expect many exciting updates there 🚀

    @Vicky Canedo unfortunately there's no timeframe I can give you. In software development it's pretty tricky to predict especially since we're working on multiple updates with the team. I've however, added this post to the feedback for our team so they notice and it hopefully adds to the priority.

  • Stefani Little
    Stefani Little Posts: 1
    edited July 2021 #6

    Having the same issues