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Mandatory Fields

Required Fields
Required Fields
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Feedback & SuggestionsImportant fieldsRequired Fields
Philipp Riederle
CEO/Founder
Posted 3 months ago

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)
1 reply
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Post
Feedback & SuggestionsMobile appUX - User ExperienceDeals Required Fields
Felipe Trevisan
Posted 5 months ago

Duvida sobre campos obrigatórios no APP

Olá a todos, gostaria de saber se tem alguma previsão para lançar os campos obrigatórios na versão do Android do App do PipeDrive?

Verifiquei que no painel web funcionam muito bem mas no aplicativo deixa o vendedor trocar a fase sem o bloqueio dos preenchimentos obrigatórios. Caso seja algum parâmetro e alguém puder ajudar com dica agradeço. 

2 replies
Alex Stueber

Liked by Alex Stueber

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Post
Feedback & SuggestionsRequired Fields
Jay Graves
COO
Posted 5 months ago

Required fields in Advanced edition

I get that Pipedrive needs to make money and understand things like revenue forecasting being in premium editions. However, something as basic as required fields being something that doubles our price is hard to fathom. Required fields are table stakes. This is a fine platform but it would be super difficult for us to upgrade at this time.  

1 reply
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Post
Feedback & SuggestionsCustom fields / Data fieldsLeadsRequired FieldsPB
Damian Frost
Posted 6 months ago

adding a new lead and selecting the option to add the contact person as a new contact

I have created a custom field that is mandatory / required when a new contact is input into the database. The problem I see is that when I input the contact person into the lead and PD offers to have the contact added as a new contact it doesnt take into account the rule (custom field) I created as required and the lead is allowed to be set and the new contact added without the user being prompted to choose an option for the required field.

Do i have to make a new custom field as an exact same copy... (More)

4 replies
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Subtopics
Important fields
3 followers21 posts1 question
Custom fields / Data fields
167 followers421 posts16 questions
Leads
155 followers493 posts43 questions
Deals
5 followers314 posts17 questions
Contacts
5 followers199 posts20 questions
Products
122 followers228 posts11 questions