Leads Feature, Add Files

Matthew Negron
Matthew Negron Member Posts: 7 VERIFIED MEMBER
5 Up Votes 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 Member Posts: 827 VERIFIED MEMBER
    1000 Comments Third Anniversary 5 Likes First Answer
    edited July 2020 #2

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

  • Inês Batata
    Inês Batata Posts: 2,011 VERIFIED MEMBER
    2500 Comments Third Anniversary 25 Likes First Answer
    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 VERIFIED MEMBER
    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 VERIFIED MEMBER
    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 Member Posts: 1 VERIFIED MEMBER
    Photogenic First Comment
    #6

    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 VERIFIED MEMBER
    10 Comments Second Anniversary 5 Likes Photogenic
    #7

    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 VERIFIED MEMBER
    First Comment
    #8

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

  • whatsthedeal
    whatsthedeal Member Posts: 2 VERIFIED MEMBER
    Photogenic Name Dropper First Comment
    #9

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

  • Martin Miersch
    Martin Miersch Member Posts: 18 VERIFIED MEMBER
    Second Anniversary 10 Comments 5 Likes Name Dropper
    #10

    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 VERIFIED MEMBER
    First Comment
    #11

    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 VERIFIED MEMBER
    Second Anniversary Photogenic First Comment
    #12

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

  • PDXDriver
    PDXDriver Member Posts: 1 VERIFIED MEMBER
    First Comment
    #13

    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 VERIFIED MEMBER
    Photogenic Name Dropper First Comment
    #14

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

  • spbazinet
    spbazinet Member Posts: 1 VERIFIED MEMBER
    First Comment
    #15

    We would really love to see the ability to attach a file in the leads category, seems like it has been in the works for some time, any updates?

  • asimio
    asimio Member Posts: 1 VERIFIED MEMBER
    Second Anniversary First Comment Photogenic
    #16

    Please add this feature; it would be immensely helpful

  • EGrubisich
    EGrubisich Member Posts: 1 NEW MEMBER
    First Comment
    #17

    My sales team is requesting the ability to attach files to leads and I see this has been requested for three years now. What do we have to do to let the dev team know that this is important to customers?

  • PCUl01
    PCUl01 Member Posts: 3 NEW MEMBER
    First Comment
    #18

    Guys at Pipedrive- what's happened to this key request? This seems to me to be a must-have feature and yet it's been on your list for 3 years now. I'm afraid that if it's not going to be a feature, I won't be subscribing beyond my trial when it expires. Keep up the good work (butplease fix this).

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,323 COMMUNITY MANAGER
    1000 Comments 250 Likes 25 Answers Third Anniversary
    #19

    Hi, everyone. This request is outside the roadmap for the very near future, but the product team has shortlisted it as a feature that could be added further ahead.

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