Custom Fields

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…
Google and FB Ads to deals
Hi everyone. We have been using a FB ad for a while now to help generate leads. We are going to begin running several FB and Google ads. We need to be able to track which ad specifically resulted in a deal. Are there any best practices you can recommend or a 3rd party software you are using that is working well for you to…
Activity management
Is there anyway to attach multiple deals to a single activity? I Often have multiples deals with the same customer that need to be managed seperatly, but the follow up can be done at the same time. Also as a suggestion, adding a task status would be nice or even an option to add custom fields to a task.
Help me out of you will, Seasonal Sales cycle tracking
We may need to add a custom deal details field to identify in which calendar year the work will be performed for reporting purposes in Insights. This is because we often create deals in one year that will be performed in the following year and our business and sales efforts are seasonal. We would typically create a…
Different type of 'People'
Just beginning to use Pipedrive so excuse asking such a basis question but our organisation has 2 types of 'people'. One that are associated with Organisations, but also people that we deal with B2C and need to collect more relevant personal information from them. Whats the best way to set these are on Pipedrive?
Why have the email and phone fields in the report columns been removed?
In the new version of PipeDrive the phone and email fields of the contact are no longer available to include in the columns of the reports, without these custom columns, the exported lists are no longer being submitted for re-engagement actions or activation of inactive base because of removing these fields.
Multiple contacts for our Customer success team post winning
so we just brought our account managers/customer success team. they use pipedrive to make filters etc for their work. one of the things they do is they add persons to contacts and tie them to organization for who they deal with. The problem is is that sometimes' their person is different than who we talked to during the…
Tracking Upsell business VS New Business
Hi Community. I'm looking for help on how to track Upsell vs New Business growth. First questions is how to log this in pipedrive effectively? Second questions is how do I create reports for this? For example I want to see how much our business has grown from new business customers and how much it has grown from upsell…
How do I keep Regular Users from seeing specific deals in a Pipeline?
Any tips would be helpful.
Check box fields in Leadbooster.
Today it's been the first day we've used LeadBooster. Unfortunately we've found out something that makes the product inviable for us. We can not add a check box field type which is a must for GDPR compliance (at least in Spain). The user has to check the box to make the send button workable, so we cannot skip this…
Data Validation by Stage
Hi All, Does anyone know if it's possible / how to implement field data validation based on a deal moving to a specific stage of a pipeline. For example, if I add a custom person field to an organisation, how could I ensure that the email address for that custom person object is populated when it moves to a specific stage.…
Privacy Policy Forms Check Box and Mailigen Integration
Because of current EU data privacy laws, your web forms MUST have a privacy policy check box option in them, otherwise no EU clients can really legally use them. Much less want to pay for as an extra service? This is really frustrating because it forces us to custom build this with a 3rd party forms plugin in order to be…
We would like to have the possibility to search by the Deal ID, which ensures direct traceability to
We would like to have the possibility to search by the Deal ID, which ensures direct traceability to the exact deal with wish to update. We have made a full extract of all company deals so that we can clean up old deals left by past employees or that are no longer in line with company sales strategy. Today we can search by…
Mandatory and Important fields should stay active when the deal is won because some fields must be f
Mandatory and Important fields should stay active when the deal is won because some fields must be filled-up once the deal is won and not before
Best Practice with Suffixes
Hello all, I am migrating a large set of data to Pipedrive and, ideally, would like to map suffixes to their own field rather than include them with their respective name. This will ease future reconciliations and mitigate the possibility of dupes being created. My only concern with creating a custom field is the possibly…
Due date option
It possible to have more option in the due date field ?

Custom Fields

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