Lead Feature

The functionality of the new lead tab is very limited when you try to convert to a deal you can only add some fiels but not all of them. 

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  • Mike van der Valk
    Mike van der Valk Posts: 4,388 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 24 #2

    This will come in a few weeks most likely! We're currently investigating this.

  • Marcel Merkx
    Marcel Merkx Posts: 7
    edited February 24 #3

    I will echo Jorge: during the Lead nurture phase we are rying to collect website, company size, BANT and what not. Would be great if these could be fields in the person/organisation which are entered straight fom the Leads UI (and thus be available once the Lead converts to a deal).

  • Jorge Martínez Marbán
    edited May 2021 #4

    This will come in a few weeks most likely! We're currently investigating this.

    Thanks Mike

     

  • Jorge Martínez Marbán
    edited May 2021 #5

    I will echo Jorge: during the Lead nurture phase we are rying to collect website, company size, BANT and what not. Would be great if these could be fields in the person/organisation which are entered straight fom the Leads UI (and thus be available once the Lead converts to a deal).

    Thanks Marcel

     

  • Fiona Montgomerie
    edited February 24 #6

    Also source, can this be opened up as well to include greater ways from where lead came from, not just saying IMPORT

  • Mike van der Valk
    Mike van der Valk Posts: 4,388 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited April 2020 #7

    Also source, can this be opened up as well to include greater ways from where lead came from, not just saying IMPORT

    @Fiona Montgomerie we're working on this :) any particular one you have in mind? Or you'd just like to be able to freeform fill it in? 

  • Fiona Montgomerie
    edited September 2020 #8

    Also source, can this be opened up as well to include greater ways from where lead came from, not just saying IMPORT

    Freeform would be best long term thanks

     

  • Jörgen Sjöstrand_231
    edited September 2020 #9

    I will echo Jorge: during the Lead nurture phase we are rying to collect website, company size, BANT and what not. Would be great if these could be fields in the person/organisation which are entered straight fom the Leads UI (and thus be available once the Lead converts to a deal).

    Yes, very important, you can fill in a lot of data during the Lead process, and this follows through once it's converted.

    Also, our customers start their prospecting by importing an excel with company data in a lot of fields, like VAT, visiting address, decision makes etc. It would be great if this could be imported to Leads and follow through once a Deal and Activity is created from the Lead.