Custom Fields

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.
Default Fields
Is it possible to delete the Default field in the Data Fields settings or at best change it to a Custom Field? Can someone help me here?
Common Currency, before full calculation field capabilities
Years have gone by since suggesting calculated fields ... so well this is the ultimate idea for many use cases. Pipedrive maybe able to offer a solution to one of the user cases "Common Currency" before developing full calculation capabilities. My organisation is a listed company with sales regions around the world as such…
Add Date of Birth field for contacts and leads
Hello all I must say first I love Pipedrive in so many ways thanks!! Only issue I have and its kinda big is the the default contact and leads and even importing clients is missing the date of birth field. Can we please add that? I buy leads and one thing I need to run quotes is not just the primary contact coming in…
Help on managing a project which runs across several months, in different countries.
We win large projects which run across several months. We're looking for help on how to forecast these projects by month across their lifetime. As an example: We win a contract with a chain of fast food restaurants for the supply of all their tables and chairs. The contract is estimated at £1m for 2021 but it is spread…
Voip
Goedemiddag! Ik ben op zoek naar een goede voip integratie. Wij willen graag onze bel resultaten goed kunnen analyseren, en aangezien pipedrive dit heeft verwijderd bij de afgelopen update, ben ik opzoek naar een voip integratie. Echter kan ik nog geen geschikte oplossing vinden in de marketplace. Wij willen onder andere…
Automated Deal Scores
Hi all I'm looking to add an automated "Deal Score" field which depends on some user-entered custom fields. Not a very complicated process, but after a bit of digging, it doesn't seem like it is going to be possible without some sort of added webhook integration from another service. Essentially, I need to take a few…
❗🎥 In Case You Missed It - Here's April's Update!
https://pipedrive.hubs.vidyard.com/watch/1xRfKi9hSwxsP7kAAYzwQ6?In case you missed it - Pipedrive has made a load of improvements to Leads. Not only can you send emails directly from the Leads Inbox, but you can control visibility of your leads for you or your teams, attach multiple notes, and import custom fields. 🔎 Want…

Custom Fields

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