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Important fields
Important fields
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José
Sales Ops Analyst at Aegro 🌱

Asking advice on filling pipedrive fields #data

Guys, I have a challenge here at the company. How can I ensure that a specific, very important field is always filled in? 

I already set it to Required and Important within Pipedrive, but I found "holes".

 

Adding a "Copy" button for data fields

Pipedrive should add a "copy" button beside the contact/organization fields, so that users could easily copy the content without having to click on the "Edit" icon and then copy the content.

Gregory Paul
Sales & Operations Analyst

Multiple Pipedrive work flows with separate or unique Detail fields

Hi Pipedrivers. 

I'm trying to run 2 brands from the one instance of PD. I'm wanting to capture different information that is relevant to those brands. Currently I have to separate instanced of PD and its effecting our ability to cross sell / capture client data. I'm wanting to combine instances, but under separate workflows.

The issue I'm seeing, is I cant have different 'details' on the individual pipelines. I can select different 'Important info' across the different workflows but these fields are all coming from a centralised pool of 'details' options.

  1. Can I have different 'details' data sets on separate pipelines? 
  2. When entering 'important info' rather than the info being removed and loaded in the 'details', can the 'important info' remain pinned to the top of the screen? 

Cheers! 

From a Pipedrive Pro - How to Declutter Your Detail Views 🧹

https://pipedrive.hubs.vidyard.com/watch/GS2snPwVvZCdJSnRjBSyGZ?

In this tutorial, our Pipedrive pro @Luiza Salomão demonstrates how to use Important Fields to declutter your detail views by hiding all fields except the ones that matter during that specific stage of the sales process.

 

🔔 Be sure to check out the full Learn from a Pipedrive Pro academy course for more productivity hacks from our pros, and follow the Learning topic to never miss out on new tips  🔔