Custom Fields

Is this workflow possible?
Two separate deal details fields: A & B A is single option and B is multiple option Only one of the fields can have a value selected for each deal. Is it possible to erase the value of A if B has a value and is it possible to erase the value of B if A has a value set? Or rather set the value to 'none'? Of the other field.…
Set up question for a Business Broker
Hi everyone, I'm a business broker and my deals represent companies that I'm helping to sell. I associate my client (the seller) with each deal, but I'm struggling with associating and tracking each buyer with a deal. Buyers are often associated with multiple deals and will have a different status with each deal (i.e. "NDA…
Best way to track our success against our sales competition?
I am curious about the best way to track our success against our competition. My team regularly competes against 2-3 usual suspects. I understand I can do this through custom fields, but I would need to jump into the professional plan. Is this the only way? Should I consider the label feature? I would also like to consider…
Can't Use Autocomplete Custom Field Type to Segment
I am trying to create a performance report for our dashboard using a custom segment, but apparently this field was created as an Autocomplete type. Not sure what that is (I didn't set this up), but it seems that you cannot segment by a custom field of this type. https://www.screencast.com/t/r1PQV5yUe Before I change the…
Address field in New Deal screen keeps randomly disappearing
The screenshots attached were taken moments apart. On one, the address field is showing, and on the next, it isn't. This has been going on for some time. Any ideas why please? Is this a known bug?
Labellcall (app which identify your customers)
Hey everyone Me and my friends created Labelcall app to identify a caller person that is connected with Pipedrive database. In simple words when someone calls you mobile app (Android only) shows you information stored in your Pipedrive I would like to ask you what information would be crucial for you as active users I will…
Creating a report of deals that lack certain information
Hey, I tried my best but failed so far. I'd like to create a report (a list view) of all the deals that lack certain information like Lead Source (custom single option select field). My need is to: - Be able to create a list of deals that are missing f.e. Lead Source information so I can give it to my Sales Reps so they…
Data Field Placement Dilemma
I'd love a vote. I am going back and forth on where I should add "Lead Gen Source" with a list of multiple options. I originally had it with the person as a data field, but there are multiple people sometimes tied to a deal. I then changed it and made it a "lead" field and as leads are added to leads inbox it is a required…
email lists label
If you are adding a custom field to your people records to define which email lists they will be a part of you can get a little fancy by adding a trademark label to the field description. On a mac press option and the number 2 for ™.
Asiakaslistojen tuonti
Kuka osaisi auttaa asiakaslistojen tuonnissa? Ongelmana on vanhan crm ohjelmassa olleet muistiinpanot. Niitä emme saa tuotua mitenkään järkevästi pipedriveen
List Making - Best Practices
Maybe I'm overthinking this one but, this is why I love the community. I wanted to get everyones thoughts on some list making. One of my organizations sells into many different verticals (Public Safety, Sports, Airports etc). So we've created a custom drop down for this which works great but, we're looking to get a little…
Reordering Data Fields in Leads/Deals.
Is there a way to reorder the sections in leads/deals section of PipeDrive? For example, we have a lot of custom fields which is needed for other teams, but not a good snapshot for the sales team. I'm trying to reorder the fields so the default person fields are at the top rather than the custom fields. Is this doable? I…
Adding Custom Data Fields to Dashboards?
Is there a way to add custom data fields from a deal into reports/insights/dashboards? We have a custom field we added and i would like to show the count of deals that have a certain value in that field. Our example > the custom data field is the name of the project manager that will be implementing the deal once it…
Adding Sub-Categories to the Detail Section of a Deal Page
Would like to suggest to add a feature in which you can add sub-categories or visible dividers to the detail section (high lighted in yellow) on the deals page. For us specifically we would like to divide the detail section by individual departments to help organize all our fields & for ppl to be able to find the data they…
Looking for inbound/outbound pipeline workflows & best practices.
Hi all, Hope this will resonate with some of you and get a discussion going. I'm very much interested about recommendations and tips regarding the best/most efficient way to handle inbound and outbound leads and deals on Pipedrive. More specifically, how to accurately track inbound vs outbound performance all along the…
is pipedrive support unique text custom field ?
I want to add subdomain in organisation which is unique for every organisation, can it be possible ?
Encrypted password field
Referral Program (in-house) @Pipedrive Admin @Pipedrive Integration User @Emma Markey We will develop our own RP, however the main database would be Pipedrive. Our questions on this : a. If we create two custom fields including user id and password (for RP), can we have the password display as an ENCRYPTED field in…
System Fields (Activities Done)
Hi, On my contacts > organisation screen I would love to see how many activities have been done so far. I see there is a system field (and API key for this). How do I transfer this into my main data fields tab so I can see this on my main screen? Great product. Thanks, Lloyd
How do you use Pipedrive?
I would be very curious to see how some of you fellow construction companies have your pipeline(s) built out, and what are some of the automations/custom fields you use for your sales and work fulfillment process. If anyone can reach out, we would be very grateful for your time. Would love to bounce some ideas off…
REquesting LEAD SOURCE Field in new Leads Section
We've been uploading all of our leads as new Contacts, and we measure sales velocity from when the lead is entered into PipeDrive. We have established LEAD SOURCE criteria that we use to report up to our Board. We like the new LEADS section but it is utterly useless for us because the LEAD SOURCE field is excluded. New…
Import data: multiple choice fields
My request for change „ There should be a choice: import with multiple choice fields => add or overwrite“. Actually it is always an overwrite.
Person login ability to update data
Could we use the PD database to store user profiles in the contacts, and allow the users via some APA interface, to log in and update their data/person record?
Personalizar campos de dados = CNPJ
Criei o campo, porem ao cadastrar um CNPJ ele assume outro valor quando salvo a organização criada. Como resolver este impasse??
Is there any way to automate a workflow for Labels
When an Organisation updates or changes a label, can the contacts in the Organisation also be updated to have the same label as an automation? I cannot see how to make this automation work. Thanks
IT Resellers / VAR Companies using Pipedrive
I am prototyping a solution that integrates with Pipedrive to make managing deal registration and renewals easier. I wanted to collaborate or just get 15 min of feedback on what I have built thus far from a few experienced IT channel resellers who have in the trenches experience with the fun of managing deal reg and…
For an offer, how to retrieve the details of each product?
Hi Everyone, I am taking the liberty of writing to you because I am encountering a problem. For an offer, how to retrieve the details of each product? in terms of quantity and amount because only the global result is specified there thank you for your time Nicolas
Calculate "Non-Subscription Churn" in Pipedrive?
We are a web design agency and most of the work we do are non-subscription based services (one-off projects). Is there a way to calculate the "non-subscription churn" rate in PipeDrive? Are you getting this data in any other ways? I know PipeDrive has got churn rate calculations for subscription products but I am trying to…

Custom Fields

Discussion List