Is there a way to drag and drop files/attachments into Leads, the same way you can in Deals?
Hello, looking for some update to gain the possibility to measure the conversion Leads to Deals
RESOLVED!! --- Our sales team has a scheduled time for cold calling on Mondays mid-day. We typically record these calls and associated notes in a shared excel spreadsheet. This way we can review as a team in our Monday afternoon sales meeting. I would like to use Pipedrive's Leads module to do this instead, but there is no…
Hi Team, In the Lead Section/Inbox is there the ability to file leads into different folders? For Example: If I have 2 different leads sources one is called 'Leads from Website' and another is called 'Paid Lead Generation Leads' The idea for me is to isolate campaigns to see which data yields the best results on different…
I'm manually entering leads, and when I enter a person and organization, the person and organization aren't connected. Does anyone else wish there didn't have to be the redundant act of opening up the person and then assigning an organization (or vice versa). Or are there reasons that shouldn't be done? Thanks for your…
The chat-bot is just another few clicks to what you really want - to chat with support. I have NEVER seen the chat-bot being able to answer my question, always I have to wait for the bot to admit it cannot help me, and then it will forward to the real support. In theory it sounds great with a bot, but what you really want…