Survey/Poll

Feedback & suggestionsDeals Products

Asked a question 3 months 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 8 votes

Liked by Karen Unger

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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?

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.

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

Is there a way to addd pipedrive products to a web form ? During the lead process the customer may show interest in ... buy some or all of these products.

I would like to see the ability to have the 'deal specific address' automatically added to to the "To" field when ... deal but is still relevant to the deal.

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