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.
7 followers
1 question
24 posts

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

🎥 How to customize your notifications, follow topics and join channels in the Community.

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... (More)

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  🔔

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)