Pipedrive Update: Field Descriptions in Deals

One very helpful feature sneaked in earlier this year into Pipedrive: field descriptions.

As already a usual thing, this feature is currently rolled out for deals only.

This description feature works well for scoring parameters and other non-obvious fields that might confuse new team members.

If you’re using a formula field with a calculation, the description helps explain how the value is calculated.

Another useful application is explaining important fields that are new to the setup.

When a field is newly created and marked as important or required, the description helps the team understand its purpose and how to complete it correctly.

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