Can't add leads anywhere. Anyone else having this issue?

Cmetok
Cmetok Member Posts: 2 NEW MEMBER
edited March 19 in Sales CRM #1

I suddenly no longer see the Add Leads button on the Leads screen and I no longer see the Add Deals button (with the drop-down to add leads) when I am in a person or organization screen. The buttons are just gone.

Right now, I can't add new leads. The only way I can add a new deal is to go to the Deals screen and click the Add Deal (+Deals button).

The only thing that has changed for me over the past couple of weeks is I was given Bulk Edit functionality. I just use it for sending Group Emails.

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Answers

  • Jenny at Evolve Support
    Jenny at Evolve Support Member Posts: 5 VERIFIED MEMBER
    First Comment Photogenic
    #2

    Hey there,

    There are no known issues with Pipedrive at the moment. It’s likely that your permission settings have changed, restricting access to the "Add Leads" and "Add Deals" buttons.

    I recommend checking your permission settings first. If everything looks correct, try clearing your cache and cookies or using an incognito window to see if the buttons reappear.

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