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Is it possible to sync organizations and contacts from the Leads inbox and the Deals section?
Hi, We very much like the Leads inbox but since we have deals going in and out from the same organizations and contacts, is there a way to open a Lead in the Leads inbox by finding an organization that already exists in the Deals section? And the same question for contacts? In other word, is there a way to not need to…
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Leads Inbox: Bulk Editing Capability
Product Suggestion: Please add bulk editing capability to the leads inbox feature asap. This is something PD has in the contacts/people section. It is crucial to make mass changes on these lists, so the right reps can be assigned, and the proper labels can be atached without all this one-off editing.
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Webinar recording: capturing and qualifying leads
https://pipedrive.hubs.vidyard.com/watch/KDhRAkBefJkTf3ccr68N5U?In this webinar, you’ll learn about how to: * Add Leads from spreadsheets, your LeadBooster chatbot, or manually * Sort and filter your Leads * Converting Leads to Deals Presenters: @Emily Howard - Customer Success Manager at Pipedrive @Michal Smetana - Lead…
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El origen en "Clientes Potenciales"
En "Clientes Potenciales/LEADS", me gustaría poder editar el campo de Origen, para poder agregar más opciones de Origen. Se puede hacer eso?
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Lead Allocation Issue: HELP
Hi Guys I'm stuck on a lead allocation issue. I have jotforms that capture contact info and postcode/zipcode that sends to Pipedrive. In Pipedrive, I have 17 teams that are responsible for a territory. A territory is defined by set postcode/zipcodes (approx 200+ per territory). My issue is, how do I assign leads based on…
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Does anyone know how to change a current deal back into a lead?
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Is there any way to revert deals to leads?
Hi Everyone. I really like the new Lead functionality. Is there any way to revert already established deals to leads. I have a number of deals which are fairly inactive and I would like to clean up my pipeline but I don't want to lose the potential deal. Reverting them to 'lead' would be a good approach. Any ideas are…
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'live chat' function in Leadbooster?
Is there any plans to allow a 'live chat' function to Leadbooster? Bots are great, but humans are better.
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Would you like to test a tool for outbound leads generation and get some leads?
Hello everyone, This is Katerina, a product researcher at Pipedrive! My team has been currently working on new features for leads management and we look for a few companies from English speaking markets willing to test a third party's tool for outbound leads generation. We would give you a temporary access to the…
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Is it possible to bypass "leads" section and hide it?
Hi everyone - I've just signed up and going through all the very helpful documentation here... excited to find out everything that Pipedrive can do! Our needs are quite simple - we have leads that come in and I just want to move them through a small funnel process * New lead * Automated campaign * Contacted * Converted *…
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LeadBooster / e-Commerce
Dear all, Please share your experience on LeadBooster tool / e-Commerce facilities ? @Nirmal G. @Jennie Lau @Paul @Erhan Ercan @Scott Rich
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Salesperson handling the followups with leads received from LinkedIn left his job. What is the best
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How do you manage lead phone numbers of various type (like mobile, work, home)?
How do you manage lead phone numbers of various type like mobile, work, home using only one input field? It looks like a lead has only one work phone number. Where do you keep the information about other phone number? What happen with a lead having a mobile phone number during "deal conversion"? It looks like it will…
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Can't import No First/Last name
Can you tell me why are first name and last name required? I just signed up and the first thing I want to do is to import my leads. I don't have first name and last name, I have a company name because I'm B2B. So it gives me an error... how can that happen? I don't have a clue who is on the other side of the phone! So is…
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Using pipedrive for lead generation.
Is there a way Pipedrive helps in lead generation?
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Leadbooster: How qualified leads are handled?
Leadbooster is very promising tool to help qualifying prospect without human interaction. Pipedrive marketing video emphasis the fact that speed to reply to a prospect is key for sale success. It seems there is a gap in Leadbooster to automate the process for qualified prospects. How Pipedrive insure prospects are getting…
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Automated Lead Generation Tool Integrated With Pipedrive
Hi guys, after some positive early feedback, I am about to jump to the prototype phase and build a Lead generation tool with integration to Pipedrive (of course with a special deal for early consumers) 😃😃 I'll be happy to inform you about the progress in case you are interested http://prospectrole.com <-- Sign ups here But…
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Kanban table for Leads inbox
Hi, I have a few suggestions regarding Leads Inbox: * To have a possibility to create a pipeline (such as Kanban table we have in Deals) in Leads inbox. There is a certain road for the salesman to pass until the leads converts into deal. Therefore, is it super helpful to have a certain leads process in Leads Inbox…
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Do you qualify your leads before adding them to your pipeline or do you add them all?
I have observed that businesses usually do one of these three things: * Have a sign up webform that integrates with Pipedrive and creates contacts on CRM when somebody signs up. * Use a data tracking software that syncs deals to Pipedrive. * Using a software to marketing qualify deals and getting deals added for MQLs. *…
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B2C Sales Process
Ours are B2C - no corporate sales. Should I enter my prospects as leads or as people?
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How Clear all Leads ?
Hi guys! i Want a help with u, we had made a import of an excel with a lot of trash, now we have an 2k in leads and we need to clear, exist a form with clear at once? att, Douglas Flores
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Leads becoming Deals
Hello everyone! Our company likes Leads feature very much. But, we have a dilemma, and I tought maybe you could help us, and also we tought it would be great topic for article for Pipedrive Academy. Our question is: When does the leads become deals?
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Lead booster BOT is cutting out or going away after answering the first question
I built the BOT to interact with visitors. The BOT welcomes the visitor and then begins to ask a series of questions that flow into the Pipedrive lead system. After one or two questions, the BOT goes away. If I refresh the page, the BOT returns where it had left off. Do you have any suggestions as to how I can repair the…
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How are you generating leads for your sales teams? are you using any sales enablement or marketing a
How are you generating leads for your sales teams? are you using any sales enablement or marketing automation platform?
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Small bug detected : Prospect inbox
hello, We detected a small thing, when the title of prospect is "too long" (I haven't a specific number of caracters to give you unfortunately), it becomes impossible to modify the title then, because the text is covering the "edit" button.
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Automatic reminders/activities to reconnect after a given amount of time (Follow up Questions)
I'm starting a new post because I've replied to my previous one with follow-up questions but have got no response in almost 2 weeks. Can someone please respond to and answer my follow-up questions in post: https://community.pipedrive.com/post/5ec56ef110fb4c40757ad35a#response-5ed62a945733167650f52878 @Inês Batata was…
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Hi! I just started using LeadBooster (So far so good!). Question: Can I automatically add specific l
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LeadBooster Deal Naming Issues?
Hi All, Anybody here using Leadbooster? If so, does it also bother you that the deal name has to be the same as the person? We're setup so that all of our deal titles are the company name, and leadbooster makes it impossible to do so. Thinking of switching back to drift, but love that leadbooster is built in to PD. Let me…
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Who is using the new Lead feature in Pipedrive? How do you use it versus just having a Contact?
Who is using the new Lead feature in Pipedrive? How do you use it versus just having a Contact?
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How can i hide pipedrive brand in leadbooster widget?