Additional features for Leads
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.
Mike van der Valk Posts: 4,052edited 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.0
Chris_7784 Posts: 2edited 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 now0
Mike van der Valk Posts: 4,052edited July 2020 #4Chris 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-new0