Lost information when leads are not qualified in leads tab

Jorge Martínez Marbán
Jorge Martínez Marbán Posts: 61
10 Comments Second Anniversary Photogenic
edited July 2022 in Ideas and Product Feedback #1

This is something that is important. 

In prospecting some of the time you invest a lot of time trying to get the phone numbers of companies. When you use the lead tab if you don't have a current potencial opportutinity fo r a certain lead, either you convert them to an opportunity or you archive it. 

This information is valuable and should not be lost in pipedrive unless you want to.


I personaly don't understand why the use of archive

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  • David Lorbiecke_3
    David Lorbiecke_3 Posts: 226
    100 Comments Pipedrive Team
    edited February 2022 #2

    Hey Jorge,

    Thanks for your feedback! I'm not quite sure what you mean with it being lost though? If the data is archived, it will be in the archived folder and not technically lost. Perhaps you wish for the data to be located somewhere else?

  • Inês Batata
    Inês Batata Admin Posts: 2,917
    2500 Comments Third Anniversary 5 Likes First Answer
    COMMUNITY MANAGER
    edited February 2022 #3

    Hi @Jorge Martínez Marbán , thank you for your feedback!

    I'd like to understand your idea a little better. When you archive a lead the information is not lost or deleted in Pipedrive - it even shows up as data from a lead if you do a search. Can you tell me some more about what you think would be a better solution? I'd like to forward it to our team as a suggestion for their consideration.

    Thank you in advance!

  • Jorge Martínez Marbán
    Jorge Martínez Marbán Posts: 61
    10 Comments Second Anniversary Photogenic
    edited May 2020 #4
    Inês Batata said:

    Hi @Jorge Martínez Marbán , thank you for your feedback!

    I'd like to understand your idea a little better. When you archive a lead the information is not lost or deleted in Pipedrive - it even shows up as data from a lead if you do a search. Can you tell me some more about what you think would be a better solution? I'd like to forward it to our team as a suggestion for their consideration.

    Thank you in advance!

    Of course. It would be great if the system gives you the option to save the inforamtion of the people or the company with out the need of creating a deal. 

    Right now the information is "lost" because you will not remember all the leads in the past. The information you have on leads is very limited. 

    But if you could have the ability to create a contact or company inside the leads tab with out the need of creating a deal it would be so much help. 

    This is specially helpfull because some of the leads that are not opportunities right now  can become future opportunity in the future.  

  • Jorge Martínez Marbán
    Jorge Martínez Marbán Posts: 61
    10 Comments Second Anniversary Photogenic
    edited May 2020 #5
    David Lorbiecke said:

    Hey Jorge,

    Thanks for your feedback! I'm not quite sure what you mean with it being lost though? If the data is archived, it will be in the archived folder and not technically lost. Perhaps you wish for the data to be located somewhere else?

    Thank you David 

    Right now the information is "lost" because you will not remember all the leads in the past. The information you have on leads is very limited.  Think about that the potencial lead could have in the fututure for this person or company.

    If you could easily save the information of the person and the company with out the need of creating a deal right now  it would be fantastic. 

    Once the person or the company is in your contact section you can have more info of them. You can use custom fields or long term information, etc. 

    Right now with leads is Yes or No.  THe archived list can be so massive that you will be lost for future opportunities. 
     

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