View that blends Leads and Deals
Raoul Hunt
Member Posts: 1 VERIFIED MEMBER
Can a view be created that shows my leads and deals on the same page? I like to give my referral partners a weekly update, and I need to pull the data from both. Right now I have to export both and merge them in Excel.
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Hi @Raoul Hunt,
Not as of today. I have always recommended using Deals for Leads by simply creating a pipeline called Leads.
Given your current setup, I have a recommendation for improving your workflow: I would suggest considering Coupler or Flatly to build a data pipeline.
You can read more about building a data pipeline for Pipedrive in this article.
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