Additional features for Leads

Alan Binning
Alan Binning Posts: 1
edited July 2022 in Ideas and Product Feedback #1

Just started using the Leads tab, really useful in place of using Deals to track leads.

Would be great to have the following added:

Ability to change owner from main screen rather than having to open the lead.

Being able to report on Leads created and conversion to Deals per week/month/quarter/year

Merging duplicate Leads

Leads to be displayed on contact page along with activities, deals, etc.

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  • Mike van der Valk
    Mike van der Valk Posts: 4,052
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited February 2021 #2

    Hi @Alan Binning thanks for sharing. I've added the "feedback & feature suggestions" tag to it. This way our Product managers will be notified. I can tell you that reporting is planned for later in the year already.

  • Chris_7784
    Chris_7784 Posts: 2
    edited February 2022 #3

    Also would be useful to be able to add custom fields to leads. You can't do it when you import data right now

  • Mike van der Valk
    Mike van der Valk Posts: 4,052
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited July 2020 #4
    Chris said:

    Also would be useful to be able to add custom fields to leads. You can't do it when you import data right now

    @Chris this update we're working on already. Shouldn't be too long away anymore, perhaps a few weeks. Keep an eye on https://community.pipedrive.com/feed/whats-new

  • Jean Kany
    Jean Kany Posts: 17
    Second Anniversary Photogenic
    edited December 2020 #5

    In Leads, i think it would be nice also to be able to see the potential deal value so help prioritize which one we should go after first.

    Otherwise, it's just a list of hundreds of potential leads without much information to priortize.

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