Advice for Categorisation

Shane Jansen van Vuuren
Shane Jansen van Vuuren Member Posts: 4
edited July 2022 in Sales CRM #1

Hi There Community

I work with many different, divergent businesses with a very wide range of non-related products. I woul dlike a way to filter or sort my dealers by a category but cannot find any ready system for the action in standard Pipedrive

Can somebody help? 

Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,354
    1000 Comments Third Anniversary 100 Likes 5 Answers
    CONSULTANT
    edited May 2022 #2

    Create a custom field of type single option.

  • Shane Jansen van Vuuren
    Shane Jansen van Vuuren Member Posts: 4
    edited May 2022 #3
    Amit Sarda said:

    Create a custom field of type single option.

    Thank you Amit, but I will need more help. For some reason I do not even find the "Settings > Company > Data fields, and clicking on “Add custom field”. The field can be added under Lead/deal, Person, Organization, or Product" route on my system. Feeling pretty dim right now

     

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,354
    1000 Comments Third Anniversary 100 Likes 5 Answers
    CONSULTANT
    edited May 2022 #4
    Amit Sarda said:

    Create a custom field of type single option.

    Check if you have permission. Ask your account admin to allow you to add fields.

Categories