Leads Feature, Add Files

Matthew Negron
Matthew Negron Posts: 7
First Comment
edited July 2022 in Ideas and Product Feedback #1

It would be great to add files in the Leads Feature. We tend to find leads from data mining and link the PDF files to the project for proper tracking. Currently we can only do this in the Deals feature, which is forcing us to have "leads" in both areas. 

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  • Boris Tsibelman
    Boris Tsibelman Posts: 998
    1000 Comments Second Anniversary First Answer Combo Breaker
    edited July 2020 #2

    This is likely coming down the road sometime soon [hopefully] 

  • Inês Batata
    Inês Batata Admin Posts: 2,917
    2500 Comments Third Anniversary 5 Likes First Answer
    COMMUNITY MANAGER
    edited July 2020 #3

    Thank you for your feedback, @Matthew Negron !

    We have a lot of improvements lined up for Leads (stay tuned) and I've made sure to send the team your suggestion for consideration.

  • Ryan Bowar
    Ryan Bowar Posts: 1
    edited June 2021 #4

    I agree, file attachment to Leads seems like something that should be there.  It looks like it has been 11 months since this post was started and no progress on this yet.  What have you guys been doing as a work around?  Just putting the leads in the deals part where you can attach files?

  • Lee Robinson
    Lee Robinson Posts: 2
    First Comment Photogenic
    #5

    another vote for this feature please

    We have leads come in with associated documents that are not ready to be fully fledged deals in the first instance

  • Ginger
    Ginger Posts: 2
    Photogenic First Comment
    #6

    Is this still in the pipeline Pipedrive? The ability to add photos to my leads would streamline my process.

  • Ginger
    Ginger Posts: 2
    Photogenic First Comment
    #7

    Is this still in the pipeline pipedrive? If I could include photos in my leads that would streamline my process tremendously.

  • Karine Labrecque
    Karine Labrecque Posts: 14
    First Comment Photogenic First Anniversary
    #8

    This would definitely be a PLUS for the Leads retrieving and team work.....any idea of when this should be out on PD?

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