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Pipedrive CRM

Pipedrive: Open the Details Page After a New Record is Created

By Pipedrive CRM No Comments

One of the best things about Pipedrive is how intuitive and user friendly the interface is right out of the box, but it is possible to tweak some behaviors to better fit your needs.

When you create new records, the default behavior is for the “Add deal” (or contact/org) pop-up window to disappear and you remain on the main page for that item type.  For example, when you add a new deal from the Pipeline page and click “save”, the pop-up will just close and you’ll be back at the Pipeline.  With a setting in Pipedrive, however, you can change this so you are taken to the “details” page after creating a record.

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Pipedrive: Important Fields

By Pipedrive CRM No Comments

In Pipedrive, fields can be specified as “important” or “required”.  Important fields are similar to required fields, except you’ll be able to save and exit a record without important fields filled out.  In the detail view, important fields will be separated into their own section at the top of the page, and you’ll be reminded to fill them out.

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