The "Leads in-box" feels very much half-baked to me, and creating Deals is quite the pain. Anyone el

The "Leads in-box" feels very much half-baked to me, and creating Deals is quite the pain. Anyone else? Check my loom video: https://www.loom.com/share/5bbf2f9d52d74fb1846803e19a8e8118
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  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited July 20 #2

    Hey Adam!

    I have found that just creating another Deals Pipeline for Leads is a much better solution.

  • Mark Jackman
    Mark Jackman Posts: 3
    edited April 8 #3
    Hey Adam, I stopped using the Leads section last week (for now), and erased all my leads and kept them just as contacts and email everyone from there. I did it because sometimes the email history in the Contacts section of a person isn't the same as the email history of that same person as a lead. Another couple of details made us decide to just use Contacts section and Deals section until the kinks are smoothed out by Pipedrive tech team.

    For now, to separate "leads" in Contact section from normal contacts we just use a custom field to distinguish.