Can I Replace the Pipedrive Terms (such as Deal or Contact Person) with Something Else?

Let's say that instead of working with "deals," you'd prefer to work with "projects." While terms like "deals" and "people" can't be natively replaced in Pipedrive, there is a free third-party workaround that may accomplish what you seek.

Try downloading a plugin called World Replacer II for the Google Chrome browser.

Here is how to set it up:

1. Download World Replacer II:

   • Go to the Chrome Web Store.
   • Search for World Replacer II.
   • Click Add to Chrome and follow the prompts to install the extension.

2. Configure World Replacer II:

   • Once installed, click on the World Replacer II icon in your Chrome toolbar.
   • Open the settings for the extension.

3. Set Up Your Replacements:

   • In the settings, you can define the terms you want to replace.
   • For example, set up a rule to replace "deal" with "project" and "contact person" with "client".

4. Apply the Changes:

   • Save your changes.
   • The extension will now automatically replace the specified terms whenever you view Pipedrive in your Chrome browser.

By following these steps, you can customise the terminology in Pipedrive to better fit your workflow.