Deal Source

Abbie Ross
Abbie Ross Member Posts: 2 VERIFIED MEMBER
Second Anniversary First Comment

I find it quite an oversight that Pipedrive has no default category for lead source. We have manually added this field to deals, but as a manual field it means we are unable to build a report on it for our dashboarding. Massive oversight for a company that is focussing around new facilities like web visitors and randomly starting to charge for previously free forms... what's the point in having a form that creates a certain deal without being able to classify and measure source. 

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Comments

  • Inês Batata
    Inês Batata Posts: 2,027 VERIFIED MEMBER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited June 2022 #2

    Hi @Abbie Ross , thank you for your feedback!

    I understand your frustration as the Leads feature is still under development and a lot of the things we want it to do and that will make your life easier are still cooking. Thank you for your patience.

    That being said, currently it's already possible to categorise the source of your leads by using the options in the "Source" drop-down menu; for manually created leads I recommend using "Import". Unfortunately at the moment these are not carried over when the lead gets converted to deal, which is not ideal, and I've made sure to forward your suggestion internally to our team for when they'll work on updates again.

    We've also recently added the option to use custom fields in Insights reports, read all about it here.

     

    Here’s how to stay on top of what’s coming down the line:

  • Jesus Bosch
    Jesus Bosch Member Posts: 11 VERIFIED MEMBER
    10 Comments Photogenic Name Dropper
    edited June 2022 #3

    Hi @Abbie Ross , thank you for your feedback!

    I understand your frustration as the Leads feature is still under development and a lot of the things we want it to do and that will make your life easier are still cooking. Thank you for your patience.

    That being said, currently it's already possible to categorise the source of your leads by using the options in the "Source" drop-down menu; for manually created leads I recommend using "Import". Unfortunately at the moment these are not carried over when the lead gets converted to deal, which is not ideal, and I've made sure to forward your suggestion internally to our team for when they'll work on updates again.

    We've also recently added the option to use custom fields in Insights reports, read all about it here.

     

    Here’s how to stay on top of what’s coming down the line:

    what is the current status of this? you posted this 2 years ago. thanks

  • Mark Haller
    Mark Haller Member Posts: 25 VERIFIED MEMBER
    Fourth Anniversary 10 Comments Name Dropper Photogenic

    Just searched to see where Lead / Deal Source was - huge oversight. Just received a referral from one of our partners and this is basic stuff that I cannot log

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,612 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers

    You can do this now using a single option field, which can also be used in Insights.

    If you have any other questions or need further help, please don't hesitate to reach out.


    Best,

    Amit Sarda

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