Knowledge Base

Recognizing the importance of having customer information readily accessible, we designed our mobile app to display custom fields that replicate the data from the Pipedrive web interface.

This ensures you always have critical information at your fingertips, even when working from your phone.

Declutter “Add” views

Streamline the “Add” views for deals, leads, and contacts by hiding default and non-required fields.

This declutters the interface, making it easier to focus on the most relevant information.

Field descriptions

View descriptions for deal and lead custom fields while entering data in the detail view.

When opening a field, tap on the ”Info” icon at the top-right of the screen.

Then, you’ll be able to see the field description.

This feature ensures you understand the context and purpose of each field, enhancing data accuracy.

Field groups

Admins can declutter the detail view by organizing deal, lead and contact custom fields into a hierarchy.

In the mobile app, you can expand and collapse field groups by tapping the field group name.

This organization simplifies the interface, making navigation and information management easier.