Planned: more features in Leads Inbox 📥
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
-
@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?
0 -
I am really looking forward to use more features in Leads Inbox! Could you explain more about each of features timeline ?
0 -
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.
0 -
@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:
- Follow What's Planned to know what we're working on currently.
- Join our Research and Beta Testing channel for the chance to try out early versions of new and improved features. 🚀
0 -
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
0 -
Michiel Van Hove said:
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:
- Follow What's Planned to know what we're working on currently and what’s to come.
- Follow What’s New and don’t miss any new releases.
- Join our Research and Beta Testing channel for the chance to try out early versions of new and improved features. 🚀
0 -
Michiel Van Hove said:
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?
0 -
Michiel Van Hove said:
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?
0 -
are there plans to make Leads private to Owner of lead?
0 -
Kevin Santaularia said:
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:
- Follow What's Planned to know what we're working on currently and what’s to come.
- Follow What’s New and don’t miss any new releases.
- Join our Research and Beta Testing channel for the chance to try out early versions of new and improved features. 🚀
0 -
Wish List Priorities on What's Planned for Leads:
1 -Selectable columns
2 -Email integration
3 - Bulk actions (emailing a list of leads)
0 -
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!
0 -
Jeroen Buggenhoudt said:
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
0 -
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.
0 -
Hi Inês, is there any plans to add Products into Leads. This would be really helpful and would integrate well with everything else. thanks
0 -
David Cornwall said:
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!
0 -
David Cornwall said:
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!
0 -
David Cornwall said:
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!
0 -
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
0 -
Faisal Farooqui said:
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.
0 -
Add REPORTS and INSIGHTS please
0 -
Hi,
Is there an ETA on this?
Thanks
0 -
Leonardo Teixeira said:
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
0 -
When will be be able to generate "insights" based on all the data in the "leads" section??
0 -
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.
0 -
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.
0 -
Is there any update on this? ....
0
