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Getting started with Pipedrive Custom Fields

  Рет қаралды 3,969

MinorCo

MinorCo

Күн бұрын

Пікірлер: 14
@christophercourtney3102
@christophercourtney3102 Жыл бұрын
Very nice, thank you! Loved the tip about person vs deal field. That will save a lot of time. Kudos on the Pipedrive recognition. Well deserved!
@minor-co
@minor-co Жыл бұрын
Thanks Christopher! 😀
@user-zx2ug5du1v
@user-zx2ug5du1v 9 ай бұрын
Excellent session - thanks Paul
@minor-co
@minor-co 9 ай бұрын
Thanks, glad it was useful!
@bachiz9950
@bachiz9950 Жыл бұрын
Really nice videos, thanks a lot!
@minor-co
@minor-co Жыл бұрын
Thanks, glad I could help!
@ajaykumarleo
@ajaykumarleo 2 ай бұрын
Can I create custom object in pipedrive? I want to add new object Contracts and add all the custom field under this "Contracts" object.
@minor-co
@minor-co 2 ай бұрын
I'm afraid you can't create custom objects. But you could add contracts as documents within a deal.
@whitecollarawakening3479
@whitecollarawakening3479 9 ай бұрын
I am attempting to run a report on a custom report of "Referred by" this can be for a person, company, or Deal. Whoever referees something, I input their name. However I am not able to run a referred by report?
@minor-co
@minor-co 9 ай бұрын
What type of field is this? i.e. text, single-option dropdown? Custom reports only work with certain field types which you can see here: support.pipedrive.com/en/article/insights-feature
@davidjarred
@davidjarred Жыл бұрын
Thanks for the great content and congrats on your award🎉 Question: can one Integrate a WhatsApp chat onto pipedrive like we can with emails?
@minor-co
@minor-co Жыл бұрын
Thanks! Yes, there is an app on the Pipedrive Marketplace that does this: www.pipedrive.com/en/marketplace/app/whats-app-by-twilio/1ae628cd95a53f98
@davidjarred
@davidjarred Жыл бұрын
@@minor-co thank you! Can I upload 2 separate WhatsApp numbers onto 1 pipedrive?
@minor-co
@minor-co Жыл бұрын
Hm, I'm not sure to be honest. I believe that app only supports one account at a time.
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