Pipedrive Required Fields

Overview

Below we will walk through the Required Fields for each Stage of the Sales Pipeline. The same requirements apply to KMC and RPM Sales.

Required fields show up in the Please fill section of the Deal, Person, or Organization. They have a Yellow Dot next to them. You may not see all the Yellow Dots if there are missing Data Connections. Review the linked documentation if you aren't seeing all the Yellow Dots listed below.

Required Data by Stage

Each stage is listed below with the data that should be gathered, and entered, in that stage. If you try to progress beyond that stage without entering the data then the system will move the deal back.

Lead

None

Confirm Interest

Deal

• Value
• Probability
• Expected close date
• Equipment Type
• Inventory Type

Organization

• Customer Type

Person

• Organization
• Phone
• Email

Discovery

Deal

• Financing
• Demo
• Competition

Organization

• Fleet Count
• Fleet Value

Person

• Job Title

Products

• Make sure to add Products before you get to the Proposal Stage

Proposal

Attach your Proposal

RPO

None

Sold (proposal accepted)

• Accepted Proposal (by Sales Rep)
• Stock Number (by Business Manager, unless already known)

ATP (available to promise)

Labels

• Interest Bearing: if we are paying interest on the Stock Number associated with the deal (there should only be one) then the system will add the Interest Bearing label
• Location: this is the location where the unit is located, which may not match the Sales Reps location
• Validate Order Activity: this should be completed before the deal moves forward to trigger the Parts order (otherwise delivery will be delayed)

Equipment Here

None, provided all previous guidelines are met.

Missing Data

If there is missing information (unfilled Yellow Dots) then a Note will pop up telling you what to fill in.

Including this document, that makes three places where the required info is documented:

1. The Yellow Dot
2. The Note
3. This Document

If you're having trouble figuring out what is missing wait 10-15 seconds, refresh the page, and review the information available to you. There are no surprises, but there may be temporary system delays.