How are people using Lead Title?

John Shelburne
John Shelburne Member Posts: 41
First Comment
PIPEDRIVE USER
edited July 2023 in Sales CRM #1
How are people using Lead Title?

Answers

  • Bart Kohnhorst
    Bart Kohnhorst Member Posts: 12
    First Comment
    PIPEDRIVE USER
    edited July 2022 #2

    One way I use the Lead Title is by putting the company name, the person name and the URL all in the title. This consolidates the key info I need for easy access and also makes it easier to fill in fields if I convert it to a Deal.

  • Inês Batata
    Inês Batata Posts: 2,091
    5 Likes First Anniversary First Answer Name Dropper
    PIPEDRIVE TEAM
    edited August 2020 #3
    @Boris Tsibelman would you like to share some ideas with @John Shelburne ? Do you have any best-practice tips? 🙂
  • Robert_EFS_2023
    Robert_EFS_2023 Member Posts: 1
    First Comment

    Hi,

    I've instructed my team to use Lead Title as a descriptor of "Something unique to their business"...so using that field in an email template merges our research into a tailored introductory email...that can be followed up with a direct phone call with greater cut-through.