Leads Feature, Add Files

Matthew Negron
Matthew Negron Member Posts: 7
5 Up Votes First Comment

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. 

6
6 votes

· Last Updated -

Comments

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 847
    5 Likes First Anniversary First Answer Combo Breaker
    edited July 2020 #2

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

  • Inês Batata
    Inês Batata Posts: 2,077 PIPEDRIVE TEAM
    5 Likes First Anniversary First Answer Name Dropper
    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 Member 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 Member Posts: 2
    First Comment Photogenic

    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 Member Posts: 2
    Photogenic First Comment

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

  • Ginger
    Ginger Member Posts: 2
    Photogenic First Comment

    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 Member Posts: 21
    First Comment First Anniversary Photogenic

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

  • Dan S.
    Dan S. Member Posts: 1
    First Comment

    Is this still in the pipeline pipedrive? Need to be able to add files before deal classification.

  • whatsthedeal
    whatsthedeal Member Posts: 2
    Photogenic Name Dropper First Comment

    +1 please give us an update on this feature request @Boris Tsibelman

  • Martin Miersch
    Martin Miersch Member Posts: 14
    First Anniversary 5 Likes First Comment Name Dropper

    I wanted to inquire if there have been any updates regarding the feature discussed by the community?

    It would be truly beneficial if Leads had the same functionalities as Deals to make the workflow consistent and efficient. (Panels, Documents)

    Thank you for your attention and feedback!

  • Auria Homes
    Auria Homes Member Posts: 1
    First Comment

    Please Please Please allow file upload for LEADS not just DEALS. For instance, we have a customer pre qual form that is best used for leads!! When we convert them to deal this file can move along with them through the deal process.


    PLEASE UPDATE THIS FEATURE THE COMMUNITY HAS SPOKEN! WE LOVE YOU PIPEDRIVE

  • Kirsten Tange
    Kirsten Tange Member Posts: 8
    First Anniversary First Comment

    Yes please! We need to be able to attach files and images to leads. The sooner the better!

  • PDXDriver
    PDXDriver Member Posts: 1
    First Comment

    It's kind of shocking that I can add an attachment to a lead. Seems like a must have feature.

  • semiexact_elton
    semiexact_elton Member Posts: 1
    Name Dropper First Comment

    Any update on timing for this from the Pipedrive team? @Boris Tsibelman or @Inês Batata ?