Planned: more features in Leads Inbox 📥

Inês Batata
Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
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edited August 15 in What's New #1

As we continue to fine-tune and expand Leads Inbox's capacities (see this post), there are still things up our sleeve that we want to bring you over the course of the following months, such as...

  • Custom fields
  • Selectable columns
  • Bulk actions
  • Exporting Leads
  • Email integration
  • Calling integration
  • Leads in the mobile app
  • Leads Insights
  • Leads included in Workflow Automation
     

As you can probably tell, we've been hearing your feedback and taking notes. 😉

Learn more about Leads Inbox from our Knowledge Base and our Academy.

Pro tip: Join our Research and Beta Testing channel for the chance to try out early versions of new and improved features. 

 

📝Please note 📝

Pipedrive reserves the right to modify and update the features in the What's planned?  topic and does not communicate exact timelines for delivery.

Comments

  • Christian Ayala
    Christian Ayala Posts: 60
    edited October 2020 #2

    @Inês Batata How will notes be handled?  At the contact level?  Example, if I enter notes in a lead, will they stay when I convert it into a deal?

  • admin classum
    admin classum Posts: 1
    edited October 2020 #3

    I am really looking forward to use more features in Leads Inbox!  Could you explain more about each of features timeline ?

  • David Williams_283
    edited October 2020 #4

    Yes!  Would be really happy to be part of the beta group for the leads function,  could be ace, but really wanting at the moment. 

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited October 2020 #5

    @Christian Ayala @admin classum @David Williams thank you for your questions!

    Right now we can't give out any more details on how these features will work or when they will be out, as there are lots of moving pieces that can sometimes speed up or delay delivery so we'd rather be on the safe side with making promises, I hope you understand.

    The best ways to get the news as soon as they come out are:

  • Michiel Van Hove_6182
    edited February 24 #6

    hi Ines, is the possibility to add 'leads' in stead of deals available via the API and/or Zapier in the near future? We push deals in now via both ways and would be interesting to have them in de lead section directly.  Thanks

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited September 2020 #7

    hi Ines, is the possibility to add 'leads' in stead of deals available via the API and/or Zapier in the near future? We push deals in now via both ways and would be interesting to have them in de lead section directly.  Thanks

    Hi @Michiel Van Hove !

    Yes, absolutely! We've had API endpoints for Leads for a while now, check them out here ;)

    Speaking of which, here’s how to stay on top of what’s coming down the line:

  • Michiel Van Hove_6182
    edited September 2020 #8

    hi Ines, is the possibility to add 'leads' in stead of deals available via the API and/or Zapier in the near future? We push deals in now via both ways and would be interesting to have them in de lead section directly.  Thanks

    Great! But the action 'Create Lead' is not yet on Zapier I see? 

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited September 2020 #9

    hi Ines, is the possibility to add 'leads' in stead of deals available via the API and/or Zapier in the near future? We push deals in now via both ways and would be interesting to have them in de lead section directly.  Thanks

    We have notified Zapier about the new Leads API endpoints but unfortunately they haven't implemented them yet. It's out of our hands at the moment, really depends on when they decide to do it.

    @Michiel Van Hove maybe you want to give them an extra push by letting them know this is something that would be really handy for you in using Zapier? ;)

  • Kevin Santaularia
    edited February 24 #10

    are there plans to make Leads private to Owner of lead?

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited September 2020 #11

    are there plans to make Leads private to Owner of lead?

    Hi @Kevin Santaularia !

    We can't promise anything at the moment but I know there any many ideas in our backlog for Leads, one them being making work similar to Deals where possible. We appreciate your input and use it to give our teams thinking points to be considered in the future.

    here’s how to stay on top of what’s coming down the line:

     

  • John Shelburne
    John Shelburne Posts: 47
    edited October 2020 #12

    Wish List Priorities on What's Planned for Leads:
    1 -Selectable columns
    2 -Email integration
    3 - Bulk actions (emailing a list of leads)
     

  • Jeroen Buggenhoudt
    edited February 24 #13

    We'd really like to start using the "leads" inbox, but we can't before it's possible to create a new LEAD from Zapier, as 50% from our prospects come through Zapier.

    Now we only have the option to immediately create a DEAL, which is not relevant anymore when you want to start using the LEADS inbox.

    Hope this is possible soon!

     

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited September 2020 #14

    We'd really like to start using the "leads" inbox, but we can't before it's possible to create a new LEAD from Zapier, as 50% from our prospects come through Zapier.

    Now we only have the option to immediately create a DEAL, which is not relevant anymore when you want to start using the LEADS inbox.

    Hope this is possible soon!

     

    Hi @Jeroen Buggenhoudt !

    This question has been raised a couple of time by others users and right now the ball in on Zapier's court, as we've sent them the listing of all the API endpoints we created for Leads.

    Unfortunately they haven't implemented yet, which has to do with their internal prioritization policies. We have been in touch with them and done all the possible efforts in our part, but the final decision of when it happens is theirs.

    Maybe some pressure from Pipedrive users telling them they're frustrated they know the endpoints exist but can't use them in Zapier yet will help ;)

  • Natasha Seromenho
    edited October 2020 #15

    It would be really useful is leads were visible from a company such that if there are existing deals being worked on with a company, it would make sense to see if there is a lead linked to the same company or person.

  • David Cornwall
    David Cornwall Posts: 4
    edited February 24 #16

    Hi Inês, is there any plans to add Products into Leads. This would be really helpful and would integrate well with everything else. thanks 

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited October 2020 #17

    Hi Inês, is there any plans to add Products into Leads. This would be really helpful and would integrate well with everything else. thanks 

    Hi @David Cornwall !

    It's on the backlog of ideas, no near term plans unfortunately. EXciting things should be happening around Products  in the future, but no timeline at the moment. The hardest job is to prioritise all ideas and suggestions from all our customers. This one hasn't made the cut yet unfortunately.

    That being said, we appreciate your input and use it to give our teams thinking points to be considered in the future. Thank you for mentioning it!

  • David Cornwall
    David Cornwall Posts: 4
    edited October 2020 #18

    Hi Inês, is there any plans to add Products into Leads. This would be really helpful and would integrate well with everything else. thanks 

    Hi Ines,

    Thanks for your reply. I appreciate your feedback! I really like Pipedrive but I am just having some problems with this issue. Please could you give me some clarity on why this issue didn't make the cut? We are currently testing Pipedrive for our company (as a long-term solution for our sales team) and this is a key function missing for us. Is this down to the time it would take to add such a feature, as it means linking this feature across multiple pages?

    The issue is that Leads are prospective Deals - and Leads become Deals - as you know. Without Products being associated with a Lead, it means that Leads and Deals are not properly integrated. For us, it is vital to track where a Product has been "pitched" to possible clients (Leads). 

    On a separate but connected note, I noticed that if you have a Lead that you wish to convert over into a Deal, you cannot then add Products to the new Deal (as you would whilst creating a normal Deal). You have to first convert it over, then go into Deals, find the Deal and retroactively add it in, which seems like quite a clunky and backwards workaround for an otherwise smooth system.

    I understand there are many other priorities, but this seems like a no-brainer to me as it is key to driving sales (which is central to Pipedrive).

    Thanks - look forward to hearing your thoughts!

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited October 2020 #19

    Hi Inês, is there any plans to add Products into Leads. This would be really helpful and would integrate well with everything else. thanks 

    Hi again @David Cornwall !

    In short, yes, it has to do with the internal complexity of the Products feature itself and with the time necessary to not only improve it on its own but also to connect it to this new Leads feature, which in turn is also going through changes as we are still developing it.

    We are keenly aware that Products have been sort of an Achilles heel of Pipedrive for a while - and the current version is the result of many significant improvements compared to roughly a year ago. We know there's still a lot of road to go and we are ambitious and eager to pave it, but sometimes you need to take two steps back before taking a good step forward and that's, in simplistic terms, the current situation. So we definitely want to get there and have ideas in our notebooks, but it might still take a while. We will, as usual, keep everyone here posted whenever there's news.

    We completely understand the frustration this sometimes brings to our users and believe me when I say we feel it ourselves too. So we're optimistic but waiting right now :)

     

    I've also forwarded your feedback about adding Products to Leads-turned-Deals to our team so they can take it into consideration in future developments. We appreciate your input!

  • Faisal Farooqui
    Faisal Farooqui Posts: 3
    edited February 25 #20

    Hello team, 

    It would be nice to have an access control feature on Leads Inbox so each sales agent can't see the complete leads flowing into the company but only the ones assigned to them.

    Thanks

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited January 2021 #21

    Hello team, 

    It would be nice to have an access control feature on Leads Inbox so each sales agent can't see the complete leads flowing into the company but only the ones assigned to them.

    Thanks

    Thank you for the feedback @Faisal Farooqui , I've made sure our team sees it so they can take it into consideration in future developments, which I'm sure Leads will have plenty of this year.

    Speaking of which, here’s how to get notified about what’s coming down the line:

    • 🔮 Follow What's Planned to to know what we're currently working on and what’s to come.
    • 🌟 Follow What’s New and don’t miss any new release announcements.
    • 🧪 Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.
  • Leonardo Teixeira
    edited February 25 #22

    Add REPORTS and INSIGHTS please

  • Christiaan Scholtes
    edited March 2021 #23

    Hi,

    Is there an ETA on this?

    Thanks

  • Ashley Lewer
    Ashley Lewer Posts: 1
    edited August 2021 #24

    Add REPORTS and INSIGHTS please

    Hey @Inês Batata 

    Is there an update on the Leads Insights section being made available?

    This thread is almost a year old now and your pricing table still shows "coming soon"  for the Leads Reporting??

    Thanks

  • Graeme_55983
    Graeme_55983 Posts: 2
    edited December 2021 #25

    When will be be able to generate "insights" based on all the data in the "leads" section??

  • Avinash Pathare
    Avinash Pathare Posts: 5
    First Anniversary Photogenic
    edited February 1 #26

    It's been a year can you provide ETA?

  • Bill Barry
    Bill Barry Posts: 1
    edited February 2 #27

    Been through over 10x SFDC deployments ... and Pipedrive is more intuitive in every single way.     But missing leads reporting? come on.. that's like 2010 table stakes.  SMH.  like world class suit with crappy shoes. 

  • Rohit_64986
    Rohit_64986 Posts: 1
    edited February 8 #28

    Such a letdown that this basic feature (along with a lot of others) is missing in Pipedrive and hasn't been added since years of announcement. 

  • Raul Almeyda
    Raul Almeyda Posts: 1
    edited April 12 #29

    Is there any update on this? ....