Building target lists 'Leads Inbox'

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Brad Krause_13404
Brad Krause_13404 Member Posts: 373
5 Up Votes First Comment
edited July 2023 in Sales CRM #1

I am finding myself adding leads to the leads inbox from contact records in our piepdrive database for people I want to make sure are front and center for me to contact. Prime targets so to speak.

  1. Is anyone else using this the same way?
  2. does anyone else use a different solution that works well for them?

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  • Daniel Axelbaum
    Daniel Axelbaum Member Posts: 33
    First Anniversary Name Dropper First Comment Photogenic
    edited February 2022 #2
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    Hello Brad this is a great question I am curious to hear some responses. Only thing I can offer is I use labels to help target important deals.  A red label “hot deal” for a contact really helps it stand out.

  • Brad Krause_13404
    Brad Krause_13404 Member Posts: 373
    5 Up Votes First Comment
    edited January 2021 #3
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    Hello Brad this is a great question I am curious to hear some responses. Only thing I can offer is I use labels to help target important deals.  A red label “hot deal” for a contact really helps it stand out.

    I was a bit conflicted about the label feature when it rolled out because I doo try to keep things as simple as possible. Currently in deals I have just one label for people to use which is 'High Priority'.

    Organization labels:  Client, Past Client, Vendor, Networking.

    People: All the organization labels, Employee, Recruit. 

    I was using pipedrive when helping out with some recruiting activities where I just created an organisation for 'Our company name Recruits'. 

     

     

  • Daniel Axelbaum
    Daniel Axelbaum Member Posts: 33
    First Anniversary Name Dropper First Comment Photogenic
    edited April 2021 #4
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    Well I agree I am conflicted on the labels as well.  For example if I change the red label from “Hot Deal” to “Code Red” for example, it will change all previously labeled deals.  So this can be very confusing as I grow and update. 

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