Carry fields from Deals to Projects

Adam Olen
Adam Olen Posts: 6
First Comment

When we convert a deal into a project, much of the data carries over, but not all. We would like to carry the 'Value' field over, so in addition to seeing see how much potential revenue is in the deal pipeline, we can also see how much revenue is in the project pipeline. 

Additionally, we created a Cost Basis custom filed in deals. We would also like that to carry over to the projects so we can see both revenue & cost in the project pipeline. 

While you could start with allowing specific fields to carry over, you could also give users an option to select which fields to carry over and which to leave. 

Thank you for considering!

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Comments

  • Mike van der Valk
    Mike van der Valk Posts: 4,376 PIPEDRIVE PRODUCT MANAGER
    2500 Comments 25 Likes Second Anniversary First Answer
    edited April 27 #2

    Hi @Adam Olen 

    Thanks for sharing. Deal <> project data is one of the hot topics on our table now. I'm sharing your comment with our team focussing on this and we'll take it into account in our implementation.

    Have a great day and keep up the sharing!

  • Adam Olen
    Adam Olen Posts: 6
    First Comment
    edited April 27 #3

    Hi @Adam Olen 

    Thanks for sharing. Deal <> project data is one of the hot topics on our table now. I'm sharing your comment with our team focussing on this and we'll take it into account in our implementation.

    Have a great day and keep up the sharing!

    Thanks Mike!