Adding Products to Leads (so that it aligns with Deals better!)

David Cornwall
David Cornwall Member Posts: 4

It is currently not possible to add Products to Leads, which seems strange to me as Leads become Deals and Products are integral in Deals. 

For our company, when we identify a possible "Lead" or opportunity, it is identifying somebody who might be interested to buy a Product, so having the Product connected to the Lead is integral to the process. The two are completely linked. 

Even stranger is that if you have a Lead and you convert this to a Deal, you cannot even add the Products in whilst converting - you have to retrospectively add Products in afterwards.  

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I understand Leads is in Beta, so is this a feature that could be added going forward? It would make life so much easier and make Pipedrive a more fluid and intelligent programme!

What does everybody think?

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  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    edited October 2020 #2

    Hi @David Cornwall 

    You're right, the Leads are brand new in Pipedrive and we're working hard to have them integrate to all other features you love, like the products. I'll be sure to pass on to our team you're waiting for this and I've added the "feedback" tag to your post as well to give it some more visibility, thanks for sharing!

  • Karina Davies
    Karina Davies Member Posts: 14
    First Comment
    edited May 2021 #3

    Absolutely agree that this feature would be massively beneficial!

  • Golf Made Simple
    Golf Made Simple Member Posts: 1
    First Comment

    Any updates on linking products to leads? We also would like to determine "Lead Value" using our predefined products prior to converting to a deal.

  • Kätlin Sandvik
    Kätlin Sandvik Pipedrive Team Posts: 15 PIPEDRIVE TEAM
    First Anniversary First Comment 5 Likes Name Dropper

    Thanks for reaching out, @Golf Made Simple. Adding products to leads is currently not in the plans, but I’ve logged your use case for future prioritization.