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Paddy Orrell
Group Financial Controller
Asked a question 2 years ago

The important fields function in Pipedrive is really nice. Has anyone found a way to create an automation to send e-mail or slack notifications where deals are missing information in those important fields? Alternatively does anyone know if it possible to create a filter to highlight where the important fields are missing? Should add that we have the important fields configured so that at an early stage a deal needs very little information but at more advanced stages more important fields are required. Thanks for any ideas/support.

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