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Required Fields on the mobile app not working
FYI - Required & Important fields do not work using the iOS Mobile App (unsure on the andriod app) This is a major for any sales team working in the field and mobile first. Is this on the product roadmap? -- Using the Mobile app as a sales tool becomes redundant if you cannot trust the data collected with the important or…
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Microsoft Excel Integration in Documents tab
We integrated our Microsoft OneDrive into the Pipedrive CRM to use MS Excel. However, when we are following the below path: Deal>>Documents>>Create New then we are not getting Excel/Spreadsheet & PPT option. Whereas, your video of SmartDoc shows that if we integrate Google Drive/ OneDrive then we can get all three options:…
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Mobile App | Required Fields not working
FYI - Required & Important fields do not work using the iOS Mobile App (unsure on the andriod app) This is a major for any sales team working in the field and mobile first. Is this on the product roadmap?
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Important + Mandatory Fields -> Also for WON-Deals
At the moment Important + Required Fields are useless for our use case... :-( * The Important Fields Sidebar disappears after a deal is won/lost. Why? There seems to be no reason for that behaviour. Even after Deals are Won/Lost important information should be completed.. * Also, I cannot select a Required Field, without…
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Campaigns : import contact without Name
I would like to use PipeDrive's Campaigns extension but I have several contacts who don't have names because they sign up via a form that only asks for the email address. No one asks for a Name and email to sign up for a newsletter, it's counterproductive. For this kind of import, the name field should not be mandatory.
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Feature Request: Standardised product notes
Hello, I have a request and would be very happy if this could be implemented in the future. We would like to send offers and invoices via Pipedrive. To do this, we need to add the respective products to our deal. As we are a service provider, our item contents are mostly different, as we delete or add services depending on…
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Merged: Can we have Hidden Fields please?
This discussion has been merged.
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Required fields Doesn’t work on mobile app!!!
I was so happy finding Pipedrive to replace Salesforce. Everything was going well what I wanted except when I set up required fields on desktop. It doesn’t work on mobile app. This is crazy! So many people work on their cell phones and this should be a must for sales people to fill in their data correctly and not miss…
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Asking advice on filling pipedrive fields #data
Guys, I have a challenge here at the company. How can I ensure that a specific, very important field is always filled in? I already set it to Required and Important within Pipedrive, but I found "holes".
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It would be very nice to have required fields with the option of Unchecking 'appears in add lead or
Hi there, most of our clients have required fields once the deal has been moved to a certain stage. However, we would like to be able to remove these custom fields from the ADD LEAD or DEAL view. There are many things we don't know until the deal closes Consider a construction company, where the JOB start date is REQUIRED…
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Required field at a deal stage but does not show in "add deal" page.
Hey PD Community, The more I learn about this CRM the more I fall deeply in love with Pipedrive. Bravo overall and I'm forever a fan! There is most likely a hand-to-face emoji during this but for now, I'm at a loss. Thank you all for your help ahead of time. We have changed many of our "deal fields" from "required" in a…
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Ability for a new stage to inherit/copy required fields from a neighbour
Currently if a new stage is created between two existing stages that have required fields it does not share any of those required fields. Yet if I were to make a field required for an earlier stage, all subsequent stages would have it marked as required in the custom fields interface. The only way to add the required…
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Adding person/org fields as mandatory for closing deals
In Pipedrive's professional tier we're able to set certain deal fields as mandatory for closing a deal. However, sometimes critical fields reside in the person / organization and not the deal - and the current implementation prohibits from setting person fields as required for deal progress or closing. Is it planned to add…
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Compulsory Fields when winning a deal
Hi All, Is there a way that you can add compulsory fields to be completed before winning a deal on Pipedrive? We are struggling with our sales team to complete certain fields and we sync these contacts to our Mailchimp audiences for marketing and notification emails, and need to ensure that for instance: contact info Email…
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Required fields when moving deal to new stage
Do anyone else experience getting this pop-up message when they move a deal to a new stage despite the required fields being filled out already? Is this a bug? I get the point of the pop-up when there are required fields you actually must fill out to move to the next stage, and appreciate that you can fill them out then…
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Conditional/dependent fields and values
Hi, It would be great if Pipedrive allowed conditional/dependent fields and values. Is there a plan to develop such features? 1st e.g. There are two single-option fields and the available values in the second field would depend on the selection in the first field. 2nd e.g. There is a single-option field and if specific…
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Categoria prodotto
Ciao a tutti, sto utilizzando pipedrive Pro (trial) e sto cercando di impostare la categoria di un prodotto come required, ma non ci riesco. E' possibile in fase di inserimento di un prodotto impostarla come obbligatoria e non far proseguire se non la si inserisce? Grazie mille a tutti Andrea
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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…
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Required fields update 🚀
Since this week you'll be able to set wether certain fields are required when marking a deal as won or lost. This update will help make sure all necessary information is there when closing deals. Read more about required fields here.
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Force Required Fields
can you force required fields on? I can only seem to make it important
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Deleting/hiding default fields
Hi! Is there a possibility to delete default fields? By deleting I mean not having these fields shown anywhere. Currently, there seems to be a delete option for some of the default fields (eg. Latest web visit and Linked web visitor), but the fields cannot actually be deleted (nothing happens when clicking "delete".…
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Won deal button
Can we have a condition in order to allow user click WON deal? For example if a something is NOT done, then WON can't be clicked? @Mike van der Valk @Tamara Deprez @Almonzer @Marcus @Peter Meredith
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Popup screen after won deal
I would love to find a way to get a popup screen after we win a deal. Useful to double check personal data and/or add data that we did not report during the sales process.
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Required Fields now available for our Professional plan users
Consistent sales data is a vital part of an effective sales process. With Required Fields, you can guarantee that the data your team enters into Pipedrive is complete and accurate. Ensure that contacts are created and deals move to the next pipeline stage only if they have the required information. Learn more here. Are you…
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Is there a way to prevent moving a deal to the next stage if Important Fields are missing?
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Required fields
I like the new Required field feature but there is a little thing in it that makes me want to disable it. That is when the deal is marked as "lost" in the early stages and it asks me to fill those fields that are required only in the last stages. In data field settings there is a tick box "Marking deal as lost" but that…
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Ability to select Deal Status for Important and Required Fields
Apart from the Pipeline stage, it would be amazing to have the ability to configure which Deal Status it applies to. Usecase: When a deal is won, I want to be able to log the Invoice number and the PO number in the deal.
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Can't import No First/Last name
Can you tell me why are first name and last name required? I just signed up and the first thing I want to do is to import my leads. I don't have first name and last name, I have a company name because I'm B2B. So it gives me an error... how can that happen? I don't have a clue who is on the other side of the phone! So is…