Feature request: ability to group Leads
Hello Pipedrive team!
I am new to Pipedrive and currently setting everything up (importing data, setting up email templates, etc.). I understand that the "Leads" section is brand new is still in beta, and I'm really looking forward to that feature growing.
One suggestion I have for "Leads" is to have the ability to create custom groups or categories for them. My use-case for this is two-fold:
- Track offline lead sources: there are times when we obtain a lead/contact info from someone at a conference or meetup event. Knowing where we got the lead from can be very useful when following up later (since we can use that in our intro email, so they know we are not some random person emailing them).
- Offline lead management: in my company, we do a fair amount of cold-calling, and this activity is outsourced. Today we do not have a way to indicate who is calling that lead because they do not have a Pipedrive account. Creating manual categories would allow us to better track what 3rd party is calling what lead.