Would you find it helpful to be able to share custom fields between the leads and deals? Eg. Show de
Erik Christensen
Member Posts: 41 VERIFIED MEMBER
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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🚀🚀 We're working on this 🚀🚀0
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@Mike van der Valk Thanks. It will be great to have the fields available between Leads and Deals... smoother workflows in the future0
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@Erik Christensen totally agree!0
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Criteria are identical custom fields in buyers and buildings
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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 prospects0
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@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?0
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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 versa0
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Thanks Antoine for clarifying. How do you solve this right now?0
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Would be great if we could import Leads with custom fields without creating a Deal at the same time!0
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@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.0
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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.0
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@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!0
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