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Assign Roles to Participants + Automation
We have participants that can perform different roles on different deals. Being able to assign and view a role that they play in this specific deal would be really useful. Updating participants (according to their role) on a deal takes a lot of our time. Being able to set some automation for tasks, texts and emails so that…
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Insights: Custom Fields now available! 🎨
What? Get more juice from your data and gain flexibility by adding your custom fields to Insights. Where and for whom? * For all plans: in the Insights Table * For Professional plan and higher: in Filters and in the Visual Builder (view/segment/measure dropdowns) 🧑🏫 Learn more about Insights and Custom Fields in our…
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Adding person/org fields as mandatory for closing deals
In Pipedrive's professional tier we're able to set certain deal fields as mandatory for closing a deal. However, sometimes critical fields reside in the person / organization and not the deal - and the current implementation prohibits from setting person fields as required for deal progress or closing. Is it planned to add…
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Is it possible to make name not required for a person? I often don't have this for the deals I'm cre
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Details for Multiple Pipelines
The nature of our business and use case is such that we have multiple pipelines. The detailed information that I would like to collect and reference for each is very different (even for the same contact or organization). We really need a way to have have different custom "details" populate depending on which pipeline a…
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Map Coordinates
It would be great to be able to have a searchable field for map coordinates in deals and leads. I contacted tech support and they said that this is not something that is currently offered.
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I would like to be able to format the numbers to be shown as 1.000.000 rather than 1000000. Otherwis
I would like to be able to format the numbers to be shown as 1.000.000 rather than 1000000. Otherwise it's very difficult to read. What do you think?
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Customers Interests
Hey team, in sales we always trying to get to know our customers better, and a simple way to do this is to find out what their hobbies and/or interests are, e.g. golf, fishing, knitting, you know the drill. I'm wanting to know if there's a simple way to collate or store this information so that if I quickly want to see who…
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Linking Custom Fields in Deals
I've added several custom fields to our deals. I'd like them to work the same way the "Referred By" field works - so when we type in the name, it creates a link from the deal to that individual. Right now they're just Text Fields. Any way to do this?
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Has anyone set up a Pipedrive integration with Spotler / Communigator?
Context is: * Considering it * Wondering what the effort might look like * Looking for lessons learned / tips
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Creating subcategories for the leads
Hello I want to ask you about categories (tags) that I made by myself to the leads It is possible to define it as "main category" - for example, "media" and then create a sub-category "diplomacy" or "energy" The question is how I can manage to define a "main" category by searching leads - "student", "CEO", "media" and then…
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Getting an error message
Good morning everyone. @Mike van der Valk , I am getting an error message when I try to access one of my projects. This happened after I added a new custom field to test. It seems like I can accsess the other projects just fine. The difference is that I have som tasks on the project I can't access. See video:…
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can you add more options for type of phone number? like main office, direct, etc/
can you add more options for type of phone number? like main office, direct, etc/
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Requiring a custom field when a deal is marked lost...
We're working on identifying our SQL (Sales Qualified Leads) and in order to do that, we need to clearly identify which deals are SQL and which are non-SQL. The feature request is this... I'd like to be able to configure a custom field to display on the pop-up when I mark a deal as lost. So, we'd create a custom field with…
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How do I make the "System fields" available to be edited when creating a deal or a contact?
How do I make the "System fields" available to be edited when creating a deal or a contact?
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Product related custom field when adding product to a deal
Hi guys, I am considering Pipedrive for my media company but I don't think it can answer a specific need: I need to add a specific product to a deal but need to be able to set a parameter for that specific product when adding it. For example: I have a product called Full Page. When adding the Full page product to a deal I…
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파이프드라이브 가이드: 커스텀 데이터 필드는 어떻게 추가하나요?
질문: 커스텀 데이터 필드는 어떻게 추가하며, 어떻게 사용할 수 있나요? 답변: 파이프드라이브 '데이터 필드' 설정에서 커스텀 필드를 추가 및 삭제하실 수 있습니다. 알아두면 좋은 내용: * 커스텀 필드에는 다양한 데이터 타입이 있습니다. * 모으고자 하는 데이터의 유형에 맞춰 필드 유형을 설정하시면 좀더 양질의 데이터를 모으실 수 있습니다! < 커스텀 필드 추가하기 > 파이프드라이브 '개인 환경 설정' -> '데이터 필드' 를 클릭합니다. (주의: '데이터 필드' 탭이 보이지 않을 경우, 관리자에게 권한을 요청해야 합니다) 데이터 필드 우측 상단의 '사용자 지정 필드…
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Moving a custom field from one data entity to another (organisation to deal)
Hi, I'd like to move one custom field that now is tied to the organisation data entity to the deal entity. Is it possible to do it in some automatic or semi-automatic way? thanks!
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Compulsory Fields when winning a deal
Hi All, Is there a way that you can add compulsory fields to be completed before winning a deal on Pipedrive? We are struggling with our sales team to complete certain fields and we sync these contacts to our Mailchimp audiences for marketing and notification emails, and need to ensure that for instance: contact info Email…
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Problem with automatic field mapping for excel data imports
Hey there, I regularly have to update deal information or create new deals via an excel spreadsheet and the data import function. When I start the upload wizard, Pipedrive automatically maps most of the fields to the correct pipedrive data field. However, I struggle to get Pipedrive to map the "Pipedrive System ID (Deal)"…
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How to filter TEXT Custom Fields in INSIGHT REPORTS. When will this be available?
How to filter TEXT Custom Fields in INSIGHT REPORTS. When will this be available? When can we expect this to work?
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Asking for advice - Is there a way of storing more customer information without overpopulating the s
Looking for a way of storing more customer information as we require too many fields for the side panel (70 inputs), is anybody using a third party plugin or know a way of only showing sections in the side panel when at a relevant stage?
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Automation of the workflow by organisational filter with emailing
I would like to create an email automation based on an organisation level filter such as "country" or "industry". Knowing that the email is a template created on Pipedrive for a dedicated industry. The organisations are already existing companies that are passive, I would like all contacts in the organisation to be…
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segmenting customers
Hi I am evaluating Pipedrive and need to be able to segment customers. For Example, I will send a different type of email to a customer that is technical compared to one that is business orientated. and at times a customer will be both. Is there a way of doing this? My previous CRM let me add multiple tags that I could…
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Feature Request: Dynamic Custom Fields
Use case for closing a sale and needing a custom field for my sales team. We have a specific requirement on our service and we want our sales team to have to mark Yes or No if they client has those requirements filled before they mark the deal Won. Thanks!
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How do you check for mis-typed email addresses in leadbooster's web form?
How do you check for mis-typed email addresses in Leadbooster's web form? (before they hit "submit"). We just lost a $100K++ lead because of fat fingers...
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Deal Workflows - No pre populated first name option available
i build workflows that are triggered by deal changes. First name, as autogenerated field, is only available if you work with person's details but not a deal. The same story when you build integrations thru Zapier: thru deal details only deal contact full name is available. Doesn't look personalized when your email contains…
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API: Deleted deal stages not appearing in stay in pipeline stages from Deals
When a deal stage is deleted it is currently removed from the field stay_in_pipeline_stages. To track deal stage progression you must instead use the deal updates endpoint which is a massive log of events. Furthermore the information corresponding to the deleted deal stage is removed from the stages endpoint. It would be…