Is it possible to add Participants on Leads, or only on Deals?

MC
MC Member Posts: 45
10 Comments 5 Up Votes Name Dropper Photogenic
in Sales CRM #1

Hi Pipedrive team!

Is it possible to add Participants on Leads, or only on Deals?

Our team wants them on Leads as often our first conversation with an inbound lead is a conversation with the referrer (the company's external accountant/CPA) and not the eventual client (the company owner/director).

This means we want to add the referrer as a participant at the lead stage, and enter the company director as the main contact on the lead.

Is this possible?

If not:

  1. Please consider this a feature request, and
  2. Are there any workarounds to achieve the outcome we want in this use case?

Thanks in advance for your help!

~MC

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