Notifications of new lead assignment?

Tim Dini_8326
Tim Dini_8326 Posts: 2
edited July 26 in Sales CRM #1

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?

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Comments

  • Evelina Mitro
    Evelina Mitro Posts: 28 PIPEDRIVE PRODUCT MANAGER
    10 Comments Second Anniversary Photogenic Pipedrive Employee
    edited February 24 #2

    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. 

  • Tim Dini_8326
    Tim Dini_8326 Posts: 2
    edited September 2020 #3

    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!

  • Ali Hitch
    Ali Hitch Posts: 6
    edited February 24 #4

    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?

  • Tim Dini_14605
    Tim Dini_14605 Posts: 1
    edited September 2020 #5
    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.

  • Bettina Brown
    Bettina Brown Posts: 2
    edited July 25 #6

    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. 

  • Ewen Dusch
    Ewen Dusch Posts: 1
    edited January 2021 #7

    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. 

  • Roxane Hankins
    Roxane Hankins Posts: 2
    edited March 2021 #8

    Will they be adding the ability to view leads on the Pipedrive Mobile app as well?  Currently I can only view deals.

  • Brian Kleijnjans
    Brian Kleijnjans Posts: 2
    edited March 2021 #9
    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?!?!?!

  • Sarah Unger
    Sarah Unger Posts: 1
    edited March 2021 #10

    Well that's crap

  • Nina Leibrand
    Nina Leibrand Posts: 1
    edited April 2021 #11

    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?

     

  • Roxane Hankins
    Roxane Hankins Posts: 2
    edited April 2021 #12

    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.

  • Caleb Harris
    Caleb Harris Posts: 1
    edited May 2021 #13

    @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...

  • Courtney Patel
    Courtney Patel Posts: 4
    edited July 2021 #14

    Would love to see this functionality rolled out soon. This is pretty standard in other CRMs. Thanks Pipedrive team!

  • Joanne Patterson
    Joanne Patterson Posts: 1
    edited August 2021 #15

    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. 

  • Roman Křapka
    Roman Křapka Posts: 1
    edited August 2021 #16

    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