Deal Insights shows your CRM deal fields alongside Jiminny's conversation data. This article explains how to choose which fields appear, how to order them, and which field types you can edit directly in Jiminny.
Before you start
Only Admins and Managers can change which fields appear in Deal Insights.
Deal Insights supports Salesforce, HubSpot, Pipedrive, Copper and Zoho. Bullhorn is not currently supported.
Choosing which fields appear
Open Deal Insights and select Settings in the top-right corner.
Mark which fields should be visible or not.
Drag fields to reorder them. A field's position from top to bottom sets its column position from left to right in Deal Insights.
Note: Deal Name, Owner, Deal Risk and Timeline are pinned to the top of the Show column. They always appear first and cannot be moved or hidden.
New columns can take a few minutes to populate with data. If a column is still empty after 15 minutes, remove it and add it again. If that does not help, contact our support team.
Editing field values in Deal Insights
Whether you can edit a field depends on its type and whether you own the deal. Supported field types are editable and sync back to your CRM. Everything else is read only.
Field type | In Deal Insights |
Supported types — Number, Date, Text (all variations), Single-select/Picklist, Currency, Percent, Email, Phone | Editable if you are the deal owner or manager/admin with CRM access. Changes are pushed back to your CRM. |
Other standard types | Read only. Values display but cannot be edited or pushed to your CRM. |
Non-standard types (marked with ! in the field list) | Read only. Jiminny may not be able to display the value. |