Recommendation for managing leads

Robert Carroll
Robert Carroll Posts: 9
edited July 24 in Lead Generation #1

I have a list of leads that have information already associated with them. I create custom fields for this information because it helps me tailor my prospecting message.

However, I can only access this information from the deals. My workaround is to create a lead segment in deals and add my leads there. This is unfortunate because I like the idea of keeping my deals clean and adding my leads in the lead section.

If anyone else has this issue and has a workaround for it, please let me know. Thanks

Comments

  • Mike van der Valk
    Mike van der Valk Posts: 4,386 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited October 2020 #2

    Hi @Robert Carroll 

    I think your workaround is best for now. Our team has plans to make all custom fields available in the leads section in the future (unfortunately no ETA yet). Once that is available you can move them over to your leads inbox.