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Visualização de detalhes de negócios
Visualização de detalhes de contatos
Alterações
Hovercards

Visualização de detalhes

JT
Jenny Takahara, 2 de novembro de 2021

No Pipedrive, a Visualização de detalhes<0> de um negócio, pessoa ou organização contém todas as informações relacionadas a um determinado item. Aqui, você pode adicionar outras informações relevantes, como e-mails, arquivos, atividades ou notas.

Se você deseja atualizar seus negócios ou contatos, também pode fazê-lo diretamente na Visualização de detalhes. Neste artigo, você descobre como fazer essas atualizações.

If you are just getting started with Pipedrive, you can check out our Organize your sales data Pipedrive Academy course.


Visualização de detalhes de negócios

In the Deal Detail View you will see any specific information regarding that deal, including deal status and any linked contacts.

deal_detail.png

In the Detail View of a deal, you will see the deal progress bar, showing you what pipeline stage the deal is currently in as well as how many days it has spent in each stage.

needsdefined.png

The deal progress bar will allow you to understand the progress of your deal and provide insightt into which of your stages may need more attention.

If you wish to track information for the overall progress of deals through the stages of your Pipeline, we suggest utilizing the 'Deal progress' report in the Reports section of your Progress tab. In your Progress section, you can also try out our more customizable reporting with our Insights feature.


Visualização de detalhes de contatos

The Detail View of a Person shows data about that person, such as that person's email address or phone number. It may also contain any contact label information provided about that customer.

person_detail_view.png



The Detail View of an Organization displays information specific to that organization, like a street address, or any custom field information you have added to your that item in your account. It will also display the assigned contact label.

org_detail_view.png


Alterações

When in the Detail View of an item in Pipedrive, you can click on the CHANGELOG function to view any change made to that item, sorted by date. These changes will also include updates made to any default or custom fields of that item.

changelog.png

  • People contacts— the changelog information will display when that contact was added to Pipedrive, what deals have been made in their name, and what organization they may be linked to.
  • Organizations— you will see when people have been added to your organization or when deals have been linked to this organization.


Hovercards

When you hover over a deal title, contact name, organization name, or Pipedrive user in the Detail view, you will see a popup card containing details related to that item.

  • Pipedrive user (as item owner, follower, or participant)—
    Screen_Shot_2020-11-18_at_5.22.59_PM.png

  • Organization—
    Screen_Shot_2020-11-18_at_5.31.04_PM.png

  • Person—
    Screen_Shot_2020-11-18_at_5.30.59_PM.png
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