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Important fields
Important fields
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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?

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