Skip to main content

Important fields
Important fields
  • Click "Follow" to always stay posted. ↗️
  • Learn all about any of Pipedrive’s features from our Knowledge Base tutorials in your preferred language and our Academy video courses. Simply search for your topic! 🔍
  • Follow our Learning topic for a one-stop-shop of curated knowledge about Sales, Marketing, Pipedrive, CRM and everything in their orbit.
3 followers
1 question
22 posts

Sign up for free today or log in now to follow this topic, join the discussion, and always stay updated.

🎥 How to customise your notification preferences, follow topics and join channels in the Sales and Marketing Community.

Compulsory Fields when winning a deal

Hi All,

Is there a way that you can add compulsory fields to be completed before winning a deal on Pipedrive?

We are struggling with our sales team to complete certain fields and we sync these contacts to our Mailchimp audiences for marketing and notification emails, and need to ensure that for instance: contact info Email address, First Name and Last name and a label does get completed before they can win a deal. This is the only way I think they will actually do what we ask them to do.

Looking forward to your feedback and suggestions in this... (More)

Important + Mandatory Fields -> Also for WON-Deals

At the moment Important + Required Fields are useless for our use case... :-(

  • The Important Fields Sidebar disappears after a deal is won/lost. Why? There seems to be no reason for that behaviour. Even after Deals are Won/Lost important information should be completed..
  • Also, I cannot select a Required Field, without the "Deal Marked as Won" condition. We track Deals through phases even after they are won. So I cannot set up a Mandatory Field for a later Phase of Won Deals, because any deal that is won will be required to ask for that field. That also... (More)
Voted for Yes

This is also important for us! When using Pipedrive also for project management with a pipline for won deals, we would wok a lot with won deals. But! For won deals, the important fields section is just not showing up. Could you please fix that problem?

Free LinkedIn to Pipedrive Contact Importer!

Import LinkedIn contacts to Pipedrive in a click

LinkPort- a free LinkedIn to Pipedrive importer lets you add LinkedIn contacts to Pipedrive in a click. 

You can fill your Pipedrive CRM with unlimited LinkedIn contacts without any manual work. 

Here's a video on how LinkPort works with Pipedrive

P.S - LinkPort is free for the first 500 Pipedrive users. It’s filling up fast. Go and  grab the free access now