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! 😀

[@user-zx2ug5du1v]

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!

[@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.

[@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

[@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.