Updating items in the detail view
In Pipedrive, the detail view of deals, contacts, organizations, projects and products contains all of the data pertaining to each item. You can also edit this information and delete or merge items.
Updating item details
Whether you’re changing a name, editing field values, or adjusting a deal’s value, Pipedrive allows you to make changes directly in the interface to keep your data accurate and up to date.
Changing item names
To update the name or title of an item, you need to click on it in the detail view and begin editing. The new name is saved once you click away.
Editing fields
There are two ways to update your default or custom fields:
- By clicking on the field or the pencil icon next to the field you want to update:
- Bulk editing by clicking on the pencil icon next to the details section:
You can manage your detail view sidebar to have more control over the information displayed.
Changing deal value
When in the deal detail view, click on the value to begin editing. Once your new value is added, click ”Save” for the value to be updated.
If the deal has products added, you’ll need to adjust the number of products and the value will be calculated automatically.
Deleting and restoring items
If you do have permission to delete deals in the account, you can do so by clicking the ”...” button and selecting the ”Delete” option from the dropdown menu.
If you wish to restore a deleted deal, simply click on ”Restore”.
You can also restore a deleted contact by selecting ”Restore” in the contact detail view.
If you receive the error message ”This item could not be updated” when editing data in your account, the item may have been deleted. you’ll need to restore the item before making changes.
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Merging items in the detail view
If you have permission to merge items in Pipedrive, you can do so by clicking the ”...” button and selecting the ”Merge” option from the dropdown menu.
You’ll be prompted to search for the item you would like to merge with. After selecting the item, you’ll have the option to select one set of values to preserve in the case of conflict.
Preview the merged item and click “Merge” to complete the process.
If you have multiple duplicate items in your account that you would like to merge, you can learn about our merge duplicates feature.
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