Note: The Important fields feature is one of the many useful features of Pipedrive’s Advanced, Professional, and Enterprise plans. To learn how to switch plans, click here.
In sales, knowledge is power — teams that have the most relevant information at their fingertips are able to act quicker, speak more confidently, and produce effective results. Getting that information is simple, but how will you know when you have gaps in your knowledge?
With the Important fields feature in Pipedrive, you'll be able to see when you have data missing from your most vital fields in Pipedrive, so you can go get that information and close that deal.
To begin, go to Settings > Customize > Important fields to begin utilizing the Important fields feature.
In this feature, you will find a list of relevant Pipedrive fields that can be categorized as being important for your company account. Once you toggle the feature on for a field, click the gear icon to customize which pipeline or stage should have the configuration for your important fields.
The custom fields in your Pipedrive account can also be configured as important fields, allowing you to better customize your account to truly fit your needs. For more information on creating custom fields, click here.
For example, if obtaining the Value of a deal is a task that must be done before a deal goes beyond the first stage of your pipeline, make sure to mark the Value field as important for important for every stage except the first stage.
That way, if the deal progresses into a further stage without having any Value, you will have a visual reminder to acquire that information.
When your have enabled the Data Quality Assistant for specific fields in your Pipedrive account, the Detail View will contain a new section — IMPORTANT FIELDS MISSING DATA.
That section will inform you about which fields that have been marked as important do not have information within them.
This allows you to recognize the gaps in your knowledge, which is the first step in filling those gaps, and giving your team the tools they need to succeed.