Notifications of new lead assignment?
When I create a new lead and assign it to another team member, how can I have him receive a notification of the new lead?
He has all 3 notifications enabled @ Personal preferences > Notifications > Deal and contact update emails
- Updates about deals I follow
- Updates about organizations I follow
- Updates about people I follow
How do we set up this notification?
Comments
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Hey Tim!
Unfortunately, this is not possible at the moment however we are looking at adding the option for leads assignment notifications this in the future
Let me know if you have any other questions or suggestions.
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Evelina Mitro said:
Hey Tim!
Unfortunately, this is not possible at the moment however we are looking at adding the option for leads assignment notifications this in the future Let me know if you have any other questions or suggestions.
Hi Evelina,
Thank you for your response. Notifications of lead assignments will be very beneficial to account managers.
Thanks again!
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Isn't that a bit crazy? We all know that time is of the utmost importance when it comes to contacting a new lead. The longer we wait to contact them, the chances of making a sale decrease dramatically.
Having instant notification of a new lead, whether it be email or push notification through the mobile app perhaps is surely a crucial feature?
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Ali Hitch said:
Isn't that a bit crazy? We all know that time is of the utmost importance when it comes to contacting a new lead. The longer we wait to contact them, the chances of making a sale decrease dramatically.
Having instant notification of a new lead, whether it be email or push notification through the mobile app perhaps is surely a crucial feature?
I agree completely and hope this feature is included soon.
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Yes, I tried to do set up the same and it is urgently needed but not possible. I agree that it is very important, especially when you have various people working on the deals like SDR and then AE. Please let us know when this feature is going to be added.
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Evelina Mitro said:
Hey Tim!
Unfortunately, this is not possible at the moment however we are looking at adding the option for leads assignment notifications this in the future Let me know if you have any other questions or suggestions.
Looking forward to having this feature as this will simplify a lot of things for our company. Having to send emails to the salesperson when assigning a lead is very time-consuming.
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Will they be adding the ability to view leads on the Pipedrive Mobile app as well? Currently I can only view deals.
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Ali Hitch said:
Isn't that a bit crazy? We all know that time is of the utmost importance when it comes to contacting a new lead. The longer we wait to contact them, the chances of making a sale decrease dramatically.
Having instant notification of a new lead, whether it be email or push notification through the mobile app perhaps is surely a crucial feature?
This is absolutely bananas. How is this not a native feature?!?!?!
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Well that's crap
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Evelina Mitro said:
Hey Tim!
Unfortunately, this is not possible at the moment however we are looking at adding the option for leads assignment notifications this in the future Let me know if you have any other questions or suggestions.
has this been resolved?
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Evelina Mitro said:
Hey Tim!
Unfortunately, this is not possible at the moment however we are looking at adding the option for leads assignment notifications this in the future Let me know if you have any other questions or suggestions.
Not to my knowledge.
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@Evelina -- any followup here? Obviously, we're all chomping at the bit to use the Leads feature, but this is a giant miss in lead distribution. Hoping since it's been 8 months that there's been some movement...
For everyone else, you CAN set up a workflow automation to send an email to the owner, but it's time consuming to set up because you have to set one up for each individual rep...
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Would love to see this functionality rolled out soon. This is pretty standard in other CRMs. Thanks Pipedrive team!
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Evelina Mitro said:
Hey Tim!
Unfortunately, this is not possible at the moment however we are looking at adding the option for leads assignment notifications this in the future Let me know if you have any other questions or suggestions.
Any update to including lead notification?
Pipedrive this is critical to a CRM system!!! My users are not adapting the software for this reason.
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Hi, I just got this task from my boss to activate the notifications when there are new lead imported and assigned to the owner. Any other relevant idea dear colleagues? in the meantime I am going to check whether there is not possibility to achieve such an effect with workflows or any other automation. I hope I will find something. In any case, please let me know if there is some update. Thanks
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Still crazy this basic function hasn't been implemented!!!
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Hello all,
2 years ago, I did create an automation that send emails to new sales rep whenever ownership is transferred and I used a specific email address to pilot this. Main drawback is related to time to time email disconnections that create lack of reactivity from our team as I notice the disconnection with delays… (no notification on email disconnection either !)
Any clue to improve this process ?
Thank you
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Hi everyone, since this is a feature request it will be moved to the Ideas and Product Feedback category. That way other users can upvote and comment, and our product team will have visibility to it.
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