Advice for Categorisation
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
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Create a custom field of type single option.
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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
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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.
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