Stop wasting time on manual data entry! Discover how to automate lead creation and automate deal creation directly within your Pipedrive CRM. This simple yet powerful technique uses custom fields and workflow automation to streamline your sales process and boost productivity. This method leverages a custom field to…
Hi everyone, a couple of Custom Field ideas: 1/ to show/hide group custom fields based on another custom field As an example, we are a car brokerage and if a customer has a trade-in (yes/no custom field), show the trade in fields and if they don't, hide or minimise the group. 2/ "if/then" functionality - Similar to above…
A CRM tool that’s used for sales and outreach really needs to allow filters based on whether the contacts (People) linked to an Organization have been contacted recently. Right now, there's no way to check, at the Organization level, if none of the linked People have received an email in the last X days. This makes it…
Hi, I want to be able to insert field into a hyperlink of an email. It doesn't seem I can use the dropdown, can I use shortcodes? e.g see attached - I want to pull out the Email address in a hyperlink. I would expect the shortcode to look something like this: [email] or {email} and it would include the persons email. Is…
Hi everyone, A 2 part Custom Fields question: 1/ is there a way to show/hide group custom fields based on another custom field OR based on that group having or not having any data in their fields? As an example, we are a car brokerage and if a customer has a trade in (tick), show the trade in fields and if they don't, hide…
Hi we have user who like to use the spreadsheet view for deals and leads, they would also like to see the last note in a field. would a last note or note summary field be posible Cheers J
It is currently possible to add a photo of a contact person of an organization. But it is not possible to add a customer logo to the company where that person works. In this way, the organization becomes more visually recognizable. It may also be possible to make this logo visible in your general pipeline. This also makes…
Is there a way to create a table of custom fields? The field grouping (as I understand it) doesn't give me the functionality we need. I appreciate any suggestions on how to track the following situation: My company sells memberships into different groups. A company may buy a membership in multiple groups. Each group has a…
Like Salesforce and HubSpot, we would like Pipedrive to have a feature for creating custom objects. Are there any plans to implement this?
Our salespeople often collaborate on deals. We'd like to track this in Pipedrive, so that they are properly credited with the deals they've won or been a part of. I've seen a few suggestions here, such as: create custom field with tags create custom field with Pipedrive user field-type (not sure how the reporting would…
Can I request a new feild type? Ie feild / entitie look up with a level of filtering. We also use a Saas Application called Flow production tracking (see below) and it has lots of very powerful field types that let users customise th eapplication to their needs… please some of this :)
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