Amend leads field
I would like to suggest to have the option to amend the leads page. So that we are able to add extra data fields like the way we can on products, contacts, and organisations etc.
Another thing is suggest to enable the data field on leads pages, similar to that little settings icon on other pages to adjust we show/hide the data fields/headings.
The last aspect is to be able to change the lead source, not showing import/leadbooster etc. Rather, to show where the lead is sourced, like exhibition, website, third part referral etc. I guess this can easily be done at the data field on settings?
Thank you Pipedrive Team!
David Lorbiecke_3 Posts: 226edited April 2022 #2
Thanks for the feedback @Jack Zhu
The Leads feature is still new so it's great to hear what does and doesn't work.0
Steve Makepeace Posts: 2edited June 2020 #3
A great value feature for me as I need the quoted price as the leads come from an agancy with a predetermined price0
Norman Johnson Posts: 3edited August 2020 #6
I need to add the name, organization, phone, email, and WEBSITE when I create a lead manually. I can't figure out how to add a field for website. I have one in Organizations but it doesn't show up in Lead view of Organization0
Norman Johnson Posts: 3edited September 2020 #8lee west said:
I second Norman's request for a website field in leads
Thanks Lee, often it is essential info / reference for a call and it's not always easily found in the contact's email if they don't have a corporate address. I am putting it in the notes for now, and adding it to the organization later when / if I create a deal, but that is pretty clunky.0
Christine Bailey Posts: 5edited October 2020 #9lee west said:
I agree about the source. I've imorted a bunch of leads and cannot seem to figure out how to add a source once the lead is created.
Did you get a response to this?0