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

Adam Phillips_9545
Adam Phillips_9545 Member Posts: 1 VERIFIED MEMBER
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edited July 2022 in Ideas and Product Feedback #1
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 (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,585 VERIFIED MEMBER
    Fourth Anniversary 250 Likes 25 Answers Photogenic
    edited July 2022 #2

    Hey Adam!

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

  • Mark Jackman
    Mark Jackman Member Posts: 3 VERIFIED MEMBER
    edited April 2022 #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.

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