Getting started with Pipedrive Custom Fields

[@christophercourtney3102]

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]

Thanks Christopher! 😀

[@AnthonyMatthews-w7f]

Excellent session - thanks Paul

[@minor-co]

Thanks, glad it was useful!

[@bachiz9950]

Really nice videos, thanks a lot!

[@minor-co]

Thanks, glad I could help!

[@whitecollarawakening3479]

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]

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

[@ajaykumarleo]

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]

I'm afraid you can't create custom objects. But you could add contracts as documents within a deal.

[@davidjarred]

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]

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]

@@minor-co thank you! Can I upload 2 separate WhatsApp numbers onto 1 pipedrive?

[@minor-co]

Hm, I'm not sure to be honest. I believe that app only supports one account at a time.

[@steven19277]

As well as Leads & New business I would like to add in a Repeat business pipeline The question I have is can pipeline generate Enquiry numbers (i.e. E1234) Every new enquiry we have gets logged on a spread sheet all the documents & drawings are then stored in a file with the enquiry number against it If Pipedrive could generate this number I could get rid of this spread sheet We currently use workflow 2 for managing jobs & time sheet entry's , the Lead generation part of this software is not ideal Pipedrive looks like it work better if i could get it to generate this Enquiry number for me

[@minor-co]

Rather than having a repeat business pipeline, I'd just use the same pipeline again and use a custom field or label to denote that it's a repeat client. Otherwise this is going to make your reporting more difficult in the future. Yes, you can use the deal ID as the enquiry number if you like. You could use an automation to add the deal ID to a custom field when the deal is created.