Leads: lists and sublists

FH1504
FH1504 Member Posts: 13 VERIFIED MEMBER
25 Up Votes Second Anniversary Name Dropper First Comment
in Ideas and Product Feedback #1

My leads need to be separated in different sublists.
I should be able arrange those sublists with filters and labels.
What I need is:
_ sublists (examples : leads with a specific role, partners, etc)
_ easily accessible - a one click access - (on the right side of the screen for instance)
_ That I can filter (filters are dedicated to that sublist)
_ Where I can attach specific labels (dedicated to that sublist)


Tagged:
1
Up
1 votes

Submitted · Last Updated

Comments

  • Tony Xavier
    Tony Xavier Pipedrive Team Posts: 250 PIPEDRIVE TEAM
    Third Anniversary 25 Answers 100 Comments 25 Likes
    #2

    Hello @FH1504,

    Thank you for your valuable suggestions.

    Right now, the ability to customise the Leads inbox is rather limited indeed, but if you are working with the Deals section, it would offer much better options to customise, including the possibility of pinned filters in Pipeline view, and pipeline-specific custom fields to achieve a similar result within the deals section.

    The sublists, when it comes to the Deal, could be different Pipelines as well. We hope this helps.

Categories