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Asked a question 2 years ago

Do You need custom fields like Date / Date Range / Time / Time Duration / Product Notes when adding products to a DEAL?

YES, we desperately need that since we offer mainly services!

YES, good idea like the discount field which pops up when needed.

3 comments 19 votes

Liked by Karen Unger

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Do you need DATE fields to work in workflow automation? (e.g. automated notification if customized date or expected close date changes)

Hi Pipedrivers, How do I create/run a report to see the changes to specific date fields (system or/and custom date ... such as the projected delivery date.

Goals based on a custom date field, not the win month. I have a few clients using Pipedrive that don't set goals based ... custom date field instead of Win date?

I have been using 'Notes' to store last communication for each deal. I wanted to have 'Notes' shown under 'List' view, ... had this issue or a better workaround?

What do you think of removing the need for clicking "edit" for editing a data field and clicking "save" to save the data ... how the "value" field is set up now)

Is there a way to export the latest entry in the Notes field of every deal? Thanks for your help!

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