Leads and Deals confusions

Nirmal Gyanwali
Nirmal Gyanwali Posts: 28

Hi guys,

I am finding two issues with the Leads - 

  1. PipeDrive doesn't show suggestion (as it does when you add new deals) when you add leads if the contact or organisation already exists. The challenge is you might duplicate the contacts or followup the same person.
  2. You can't record the call while the contacts are in Leads.

Has anyone found any way to work around that?

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  • Mike van der Valk
    Mike van der Valk Posts: 4,058
    2500 Comments 100 Likes Third Anniversary 5 Answers
    edited July 2020 #2

    Hi @Nirmal  G. 

    Thanks for sharing

    1. It doesn't happen during the adding of a lead right now, but inside of the lead you'll see this like the image below. Nonetheless, I can agree we. can do this better, I'll pass on your suggestion.
    2. It's in our backlog, this will still take time to develop but our goal is that Leads integrate with Calling, Emailing, Workflow automation, etc over time.
  • Nirmal Gyanwali
    Nirmal Gyanwali Posts: 28
    edited August 2020 #3

    Thanks @Mike van der Valk !

    Calling and recording feature would be great, as that would save a lot of time of writing notes.