prospector (beta) - leads inbox
I have notice the new prospector (beta) in the Leads inbox, and it looks brilliant
I went to check on the knowledge base info and notice that only admins will be allowed to move these prospects to Leads.
it would be great if we could have the option to allow some regular users this option
Similarity to the access options we give interns of "excel download" or "updated won time"
this would be extremely helpful
Much appreciated thank you
https://support.pipedrive.com/hc/en-us/articles/360011001417-Prospector-BETA-
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Thanks @Desiree for reaching out! Glad you're loving the feature and thanks for your suggestions. I'll make sure the team takes a look at them for future improvements
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What's the data source behind Prospector?
We've looked at Cognism's tool before, very impressed by as an SME was just too much. Have looked at both Lusha and Seamless.ai and both were pretty good.
One request is the possibility to add in (in time, appreciate it's just a beta for now) the ability to filter based on Trigger events like someone changing role, or company or a business that receives funding etc...
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@Stephen Dorling our Prospector feature is working in partnership with Cognism
Also, thanks for your feedback, will pass that along!
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How do we get to try Prospector (BETA)?
Regards
Luke
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[email protected] said:
How do we get to try Prospector (BETA)?
Regards
Luke
@[email protected] just say the word and I'll enable it for your account
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Hi @Desiree,
We've now added a permission called Add Prospector leads to Pipedrive Permission Sets. When it's enabled for regular users, they can add Prospector leads to the Leads Inbox. Hope it's helpful!
Could you elaborate a bit more what you meant with this point?
we give interns of "excel download" or "updated won time"
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Priit Parmann said:
Hi @Desiree,
We've now added a permission called Add Prospector leads to Pipedrive Permission Sets. When it's enabled for regular users, they can add Prospector leads to the Leads Inbox. Hope it's helpful!
Could you elaborate a bit more what you meant with this point?
we give interns of "excel download" or "updated won time"
That is great! this is exactly what i was inquiring about has the same option as setting permission for "excel download" etc
I have one question. the Prospector works on credits, what happens if we already have the contact in our leads with email id already updated, when we move the prospector list into out Pipedrive, and an existing contact is on that list, will that be deducted from the credit amount?
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Priit Parmann said:
Hi @Desiree,
We've now added a permission called Add Prospector leads to Pipedrive Permission Sets. When it's enabled for regular users, they can add Prospector leads to the Leads Inbox. Hope it's helpful!
Could you elaborate a bit more what you meant with this point?
we give interns of "excel download" or "updated won time"
We try to detect duplicates right before you add a lead from Prospector and if we find a matching person in you Pipedrive leads or persons (based on first and last name), a warning is shown if you would still like to proceed with adding the lead or not. If you already added a lead from Prospector, then the credit is spent and is not refunded unless the contact data is invalid.
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Priit Parmann said:
Hi @Desiree,
We've now added a permission called Add Prospector leads to Pipedrive Permission Sets. When it's enabled for regular users, they can add Prospector leads to the Leads Inbox. Hope it's helpful!
Could you elaborate a bit more what you meant with this point?
we give interns of "excel download" or "updated won time"
Understand and that makes sense.
However if the contact already exist but for example the email is missing
and we find it through using the prospector tool, can it then update the contact already created in Pipedrive rather than creating a new lead entry.
example we had a contact in PD, but we did have the email id
I used the the Prospector tool to search and found the email ID. but i push it into a lead it creates a new entry. i end up with duplicates of the same contact
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@Mike van der Valk can you please enable Prospector in our account too please? We were just looking at Cognism too!
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Mark Riddell said:
@Mike van der Valk can you please enable Prospector in our account too please? We were just looking at Cognism too!
It's enabled for you and your team @Mark Riddell have fun!
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