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Custom fields / Data fields
Custom fields / Data fields

Discuss Pipedrive's default and Custom Fields

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505 posts

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Sync Data from Deal Details to Linked Contact

Hi all, perhaps this is something you can help me with.

I am looking for a simple way to collect the emails of my deals and sync them with the linked contact.

I am trying to set up the Mailchimp email integration. To do this, it requires the linked contact to each deal to have the email address listed. The contact must have the email, there is not a filter that allows for the email to come from the deal details, which is where I have all of mine listed. (note: our company admins have disabled to export feature, so... (More)

Identity Verification in Pipedrive

Hi there!

I have been working with some businesses who need Identity Verification (E.g. passport, drivers licence) to be performed on their 'customers'. E.g. Crowd Funding platforms. Can't see any add-ons in the Pipedrive Marketplace that help with this, but it would seem to make a lot of sense? Does anyone else need something like this and how do you currently solve it? Would simply adding the documents to the contact cause a privacy concern? It's effectively a shared drive, which isn't super secure, so maybe better to verify outside the platform and store the verified status as a field?

Dinge, die wir brauchen...

Hallo zusammen,

wir arbeiten jetzt seit einigen Jahren sehr zufrieden und sehr aktiv mit PD. Wir nutzen PD sehr tiefgehend und organisieren und steuern damit unsere weltweiten Vertriebsaktivitäten immer besser.

In der täglichen Arbeit fallen uns immer wieder Sachen auf, die uns das Leben deutlich erleichtern könnten.

Hier mal der Beginn einer Liste mit Dingen, die wir brauchen:

  • Sichtbarkeiten von Pipelines: Unsere Vertriebseinheiten sind in Teams organisiert. Diese Teams haben definierte Sichtbarkeiten. Jetzt sind die Vertriebsabläufe nicht in allen Regionen einheitlich, so dass sich unterschiedliche Pipelines, bzw. unterschiedliche Stages ergeben, die aber nur ein oder ein paar der Teams betreffen.... (More)

Why are data fields required through the pipeline?

Is there any way to change this. If I want a data field in one stage, why is it required for the subsequent stages????