I've added several custom fields to our deals. I'd like them to work the same way the "Referred By" field works - so when we type in the name, it creates a link from the deal to that individual. Right now they're just Text Fields. Any way to do this?
Welcome to the Pipedrive USA group! Connect with fellow sales professionals from the United States of America and get help with your sales and Pipedrive questions.
Share your challenges, concerns, opportunities, feature requests, customer behavior - you name it.
Please introduce yourself when you join: who you are, what you do, what brings you here.