Would you find it helpful to be able to share custom fields between the leads and deals? Eg. Show de

Erik Christensen
Erik Christensen Member Posts: 40 VERIFIED MEMBER
Fourth Anniversary 25 Up Votes 10 Comments Photogenic
edited July 2023 in Sales CRM #1
Would you find it helpful to be able to share custom fields between the leads and deals? Eg. Show deal custom fields in leads if available.
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  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
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    edited May 2020 #2
    🚀🚀 We're working on this 🚀🚀
  • Erik Christensen
    Erik Christensen Member Posts: 40 VERIFIED MEMBER
    Fourth Anniversary 25 Up Votes 10 Comments Photogenic
    edited May 2020 #3
    @Mike van der Valk Thanks. It will be great to have the fields available between Leads and Deals... smoother workflows in the future
  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
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    edited May 2020 #4
    @Erik Christensen totally agree!
  • antoine_3780
    antoine_3780 Member Posts: 3 VERIFIED MEMBER
    edited February 2021 #5

    Criteria are identical custom fields in buyers and buildings

  • antoine_3780
    antoine_3780 Member Posts: 3 VERIFIED MEMBER
    edited May 2020 #6
    Pickup lists could be shared between all the deal, client and products. Morevor I need to be able to use boolean operators to match products, deal and prospects
  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
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    edited May 2020 #7
    @antoine interesting comment. Could you please elaborate a bit more detailed please how your use case of Pipedrive works and why these suggestions would be extra useful for you?
  • antoine_3780
    antoine_3780 Member Posts: 3 VERIFIED MEMBER
    edited May 2020 #8
    I sell buildings in NY,. I have 5000 buyers. They have criteria: Size, Price, ZIP code, Use (residential, office, parking...etc...) When I have a building for sale I want to see al the buyers who could be interested and then in once click able to send the description the building by email....and vice versa
  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
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    edited May 2020 #9
    Thanks Antoine for clarifying. How do you solve this right now?
  • Adrienne Li
    Adrienne Li Member Posts: 5 VERIFIED MEMBER
    edited February 2021 #10
    Would be great if we could import Leads with custom fields without creating a Deal at the same time!
  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
    2500 Comments Fourth Anniversary 100 Likes 5 Answers
    edited February 2021 #11
    @Adrienne Li we're working on custom fields for leads, you can already make sure you don't import deals, make sure to not "map" any deal fields during the import though.
  • Adrienne Li
    Adrienne Li Member Posts: 5 VERIFIED MEMBER
    edited February 2021 #12
    Thanks @Mike van der Valk , got it - my current workaround is manually filling in custom fields into Leads. Although, there is no reporting for the Lead Inbox (and no export function) so Custom Fields aren't as relevant at the moment. Just good to have the data in there so it easily gets carried over into a Deal.
  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
    2500 Comments Fourth Anniversary 100 Likes 5 Answers
    edited February 2021 #13
    @Adrienne Li we also plan to support export and reporting in the future, lots of hard work planned this and the next years around leads, hang tight!
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