Custom Fields

Lead source and repeat business
We have two pipelines in our PD - New Business and Repeat Business. And it's easy to track the Source of new business as a custom field when you get a new lead. But it's hard to find the original source of the leads after it moves to the Repeat Business Pipelines when you have multiple people involved and multiple products…
Custom fields
How can I best handle it when I want a custom field available to me at each record level no matter which record type I create first. For example - email address custom field - I create an org - no person, no deal available. Then later on I get a person that I link to that organization. And maybe a deal later on. I want to…
Managing Referral Information
Hello everyone, I'm working with a client that has a roofing company and they go door to door at times to sell to customers. They offer a rebate or incentive for referrals from one client to another and I'm trying to see how everyone manages this in pipedrive? Of course we can do simple notes but, I'm hoping someone has a…
Is there a way to score leads based on behavior on website ?
Hey! Wondering if there is a way for me to score leads based on the pages people have visited on my website. I would like to have an action or have the lead earn points as they browse through my website. The points would then reflect on the properties of the leads in Pipedrive. Is there a way to make this work using only…
Customization for Mortgage Lender
I need the Leads to be my Private Lenders and that needs different information than a Deal. The Deals need to be the Home Loan and Borrower Information. The product is my fees for Underwriting, Processing, Doc Prep and a percentage of the loan amount for placing it with one of my Private Investors. Can this software do…
New default field: country (list of country ISOs)
We identify our client's location to better qualify them and offer them a better service. For this, we're using a free text field "Country ISO" at the moment. This brings different results - as we do not have a pre-existing list of countries and their ISO2's at hand, the entries may be GBR or GB, or US or USA. A dropdown…
Mandatory Fields
Hi, Would be helpful if we set mandatory fields or requirement for any custom field we create. Say for instance, tagging a custom field for each required information a Sales person won't be able to move a deal from 1 stage to another if the mandatory fields are not filled out. Your thoughts?
Multiple websites per company
We are an online ad network. Some of our clients have multiple domains that we would like associated with the company and not a deal. Is there a solution or best practice to accomplish this? Thanks - Robert
Offerte / Affari / Deals
Buongiorno a tutti, vorrei segnalare la comodità nei DEALS di inserire sotto una unica voce OFFERTA più offerte di prodotti diversi. Nel mio caso, utilizzando il CAMPO PRODOTTO riesco ad inserire per quel singolo cantiere o gara : Prodotto 1 : pompe € 5.000 P.2 : tubi € 4.000 P.3 : Sprinkler € 3.000 Il sistema conta un…
Leads Inbox
I like the concept of the Leads Inbox, that being a place to monitor and work unqualified leads and easily convert to the deal module. However, I find the Leads module is not as functional as the other modules of Pipedrive are. I realize its new. Has anyone experience using this? I am trying to make use of it in our…
Pipedrive ID not showing within the Organization screen
Do you know where you can find the Pipedrive ID other than in the contacts please? I cannot see a way to add it to the organization screen. Thanks
How do I add a call date?
How do I add a call date?
Drop Down Menu
Hi there, I am looking to add a drop down menu into the custom fields. Nothing extravagant, just want to avoid different spelling etc so all the data is the same. Thanks
Checkboxes looses value when updating via api
When I update via api a custom field which contains checkboxes it looses previous values. Is there any other way to track all my lead magnets instead of creating a custom field for each one of them ? Maybe some events I can send to a api every time someone downloads a lead magnet ?
Import/Export leads
Hey pipedrive community, I am facing a problem. I am managing a campaign in France where I have imported all the leads / accounts (+8000) with a lot of related information including locality / department number. I want to create a pipeline for each department (county) and therefore integrate all the right accounts into the…
List of suppliers
We are an insurance brokerage (PI & D&O) who typically will source quotes from 5 or 6 underwriters, from a listing of about 20. We will then craft a solution for our clients consisting of 1-4 underwriters often layered to meet the clients needs. It can often get difficult to track who has been approached for a quote, who…
Pipedrive API : How to handle Persons existence?
hi, what is the general coding paradigm for handling the existence of a Person? What is the implementation in webforms? f.e.: First Person is a backer and the second one is a musician: John Smith email: j.smith@gmail.com phone: 1234567 John Smith email: smith_john@yahoo.com address: Some Street IN, London
Como eu exporto as notas do pipe sem aparecer erros?
Estou extraindo alguns dados da base de dados mas aparecem assim no excel: "FAZER <div> </div> <div>Resgate RT TFN 23 - Liquidação: 01/02/2009 - Liquidação: 02/09/2009 RT Quatar - Liquidação:…
When I create a custom field, I cannot see it in the form I am building.
When I create a custom field, I cannot see it in the form I am building.
Hi i have a problem
jak zmienić pasek nawigacji ?
Custom data field not auto completing
My custom data field Organisaition 'Source' is not autocompleting when I create a lead, even though I have it set to that. Also I'm unable to amend or add this field to existing Leads Any ideas?
Hello, I would like to know, how to get a specific schedule in more that 1 email?
Hello, I would like to know, how to get a specific schedule in more that 1 email?
Is there a way to add multiple currencies to a deal?
I have a complicated setup regarding ownership of contacts (organisations+people). Looking for discu
Hi all! Attached you’ll find an illustration of how ownership of organisations and contacts is structured in our business development project. This is what I’m trying to map up in Pipedrive in the best possible way- in order to be able to utilise the software in all it’s features including overview, dashboards, reporting,…
Single option to multiple option
Hey! Is it possible to change a a customised data field that i have created from a single option to a multiple option one?

Custom Fields

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