Custom Fields

How to list PEOPLE associated with an Organizational search ...
We do not enter email addresses for organizations, only people. How can I do an "organization" type search or filter in PD and have it show me PEOPLE associated with those organizations? Example: We have a custom field for ORGANIZATIONS that denotes them as a new account. I would like to send a bulk email to those PEOPLE.…
Done activities on Bussiness opportunity card
Hi there!, I wrote with question about function that used to be available about 1-1,5 year ago and it turned out that it doesn't work. Activities that sticked to each Business Opportunity Card: they are planned for each day, and we ticked them as done. Previous: we planned acitivity 10.June, we done it that day, but we…
Volume pricing
Hi, I have a sales model that uses Volume Pricing eg 1 item costs $100; 20 items cost $90 each; 50 items cost $80 each, which makes quoting currently a very manual process. The usual way recomended to handle this is to create a separate product for each price level. Now, this would work nicely if I only had a few products,…
Multiple Deals Linked to a Head Contract
Hello, I was wondering if anyone has any experience with having a Multiple Deals Relevant to a Single Head Contract. For example we have a tender where there are 3 different locations (essentially seperate deals, as each location has a different value), but ideally we would have them all linked to a main head contract deal…
Turn Pipedrive list view into a Asana spreadsheet.
Hi all, We are working on www.touchapp.co to make Pipedrive workflows as fast as possible. Soon we are releasing the dynamic edit mode which turns Pipedrive deal or activity view into a dynamic spreadsheet. You can then tab and make edits to fields never having to point and click just like Asana. If anyone is interested in…
Keep old information in contacts
Hey there ! How do you keep information such as previous position & organization in Pipedrive for contacts? Thank you ☺️
Multiple locations to one organisation
Is there a way to assign multiple locations to an organization? In this specific case, our contact person addresses are to be output via a filter for a Christmas mailing, for example. So far so good & simple. However, different contact persons of some companies are located at different locations. Does anyone have an idea…
How does Won Time account for timezones?
Hello, We have salespeople in both North America and Europe. When they mark a deal as Won, is the Won Time marked based on their timezone? For example, a European salesperson may mark a deal as Won at 1:00am on Wednesday, but to me it would be technically Won on Tuesday. How is this accounted for in Pipedrive? Thanks!
Customizing "standard data fields"
Can one change standard data fields, for example the Status field pre-set options? Under Customize data fields, it is not possible.
How to show or hide Pipedrive data fields per pipeline
I often get asked if you can show/hide fields on certain pipelines or at certain stages. While you technically can't disable a field from showing on a particular pipeline, there is a workaround we can use. Set all your data fields to NOT display in the details view. Then go through each field and customise the…
Development suggestion
In our company we faced a difficulty when we lose deals. The problem is that we are the premium company in the market and our product usually has higher price compared to the competence. In that case we are very interested to understand what is the secondary reason for the costumer to choose a competitor since the primary…
Create a Tag or use several labels per contact
Idea: Create a Tag or use several labels per contact to create a history of events/email campaign/Linkedin message and facilitate my targeting and nursering This allows you to search in the contacts according to tags or labels with "and" "or" filters
Custom Fields issue
Hi all, I was wondering if anyone else has come across this issue. I have created a custom field called Disqualification Reason and have a stage in my pipeline called Disqualified. I want to make this specific field required for only that specific Disqualified stage but the system also makes it required for the Closed Won…
momo import
Hubspotからの乗り換えを考えています。というか乗り換えます。 pipedriveの取引にあるmemoやアクティビティにExcelなどからインポートしたいのですが可能でしょうか？
🏆 🇮🇹 Success Stories: Why Pipedrive is recommended by a cybersecurity expert
https://pipedrive.hubs.vidyard.com/watch/U499t4m7RyMTAusLE5iPon?ref=community_post⚙️ Click the cogwheel for subtitles in English, German, French, Spanish and Portuguese. ICT and cybersecurity consultant @Marco Govoni helps serve the needs of medium to large businesses by finding the right cybersecurity and cloud solutions…
First Name & Last Name in Contacts
I would like to have First Name and Last Name in the contact details so we can personalise email campaigns. I cannot see a way of doing this but understandnthe feature is available ..... if you ask. We are Pro subscription. Can someone help?
Custom fields have reached the full capacity issue.
I have an issue while I created custom field I tried to remove an existing custom field and change the DataType of my field but still, I got the same error. so can you tell me How can I resolve this?
Custom Fields / Details
Greetings All! New Pipedrive user here. I am struggling with the fact that custom fields is a global setting that is reflected in all pipelines. Does anyone else have different business units/lines of business where you would want to track different deal information for different pipelines? Anyone have a work around for…
How to centrally document country-specific information and link it to applicable organisations?
Hi, I was wondering if anyone has found a way to document in-depth country-specific information, like demographics, market trends, etc.? I would like this country information to be automatically linked to organisation pages of companies located in that specific country. Like that, there is one central country page to…
MAPPING CUSTOM FIELD
Hello, it would be interesting to have the possibility to map the custom fields. Or Example CUSTOM FIELD = BUSINESS UNIT If I select the BUSINESS UNIT in the contact, it is automatically selected in the company and in the sales opportunity as well. It would be possible? Zoho CRM has been having such a feature for a long…
Required Fields for certain stages
Dear Pipedrive Community, In order to improve the data quality in my company, I wanted to make certain fields required from certain stages. Unfortunately, this is only possible on the deal level and not on the organisation or person level. So this is quite useless. In general, it would also be good if you could see the red…
I have use for and would really benefit by a calculation field
I have use for and would really benefit by a calculation field
Combining Partner/Partner Contact For Address Labels
I'm a realtor and need to mail letters regularly. I usually am working with couples. I have them setup as separate contacts, linked together with a custom person field "Partner/Spouse." Example, couple John and Jane. John has Jane's contact linked on his page, Jane has John's contact linked on her page. I need a way for…
Can we automate adding new recurring revenue ?
Hi, We are a sport leisure center and our billing is based on annual subscriptions. We'd like to track which "plan" our customers are on and when it expires. Is it possible to do that with the recurring revenue feature ? Can we automate with a Pipedrive workflow to add a new subscription to a deal (including amount, start…
Multiple option custom field with value
We would like to add a numeric value for each of the selected items in a multiple option custom field, is there any way to do this? Usually is a large list with more than 25 items but we would like to associate a value only for example if we select two items in the list.

Custom Fields

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