Lead Management

Marco Govoni
Marco Govoni Posts: 188
100 Comments Second Anniversary 5 Likes Name Dropper

Hi to all! The section "lead inbox" is one of the last feature added to Pipedrive I love, because finding new clients is very hard.

Question: why if I send and email to a Lead - using email menu/section on PD or my client synched - email doesn't appear on lead? 

Is is possible to track email and file like a "person" entity ?

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  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited July 2020 #2

    The Leads functionality is new, and e-mails have not been added yet.

     

    Hopefully, its added soon so you can see your emails that you have sent to leads. 

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited July 2020 #3

    Hi @Marco Govoni , we're happy to hear you're enjoying the Leads feature!

    It's still under development, so right now emails only get linked to People - and the contacts in Leads aren't People yet until they get converted. 

    You can send an email message (just click on the lead's email address) and it will show up in your email Sent folder (you can even use email tracking), but the email message won't show up next to the Lead for now.

    The good news is that it's in our plans to bring more email functionalities into Leads in the future, so stay tuned!

  • Richard Harsevoort
    edited February 25 #4

    Hi Ines as it is 6 months ago already that you mentioned that the e-mail visibility under leads is under development. Is it already available?

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited February 2021 #5

    Hi Ines as it is 6 months ago already that you mentioned that the e-mail visibility under leads is under development. Is it already available?

    Hi @Richard Harsevoort . Unfortunately not yet, as anything that involves email is quite complex, but it's one of our priorities and we're working on it.

    This is where we make all product update announcements, make sure to follow them:

    •  Follow What's Planned to know what we're currently working on and what’s to come.
    •  Follow What’s New and don’t miss any new release announcements.
    •  Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.