Leads Inbox - no organization capabilities yikes!
Hi Team. Excited about Lead Inbox so I've set my team up on it, great way to work on outbound, something that's been missing from Pipedrive, to have a way to work with leads before they become deals. However, to my surprise I discovered that it's not possible to create custom labels, or custom Source names, or anything. This means, as far as I can see, there is no way to organize your leads as a sales person. For example, to keep organized it's critical to be able to display only certain leads at one time, so you can start at the top and go down the list and call or reach out to them. Let's say I want to call on all my Texas leads because I know it's 2pm CST, a good time to call there. I have no way to do that! Or if I want to call all the leads I entered from a conference I just attended and entered into Pipedrive. No can do! Know what I mean?
Once again, really surprised there's no way to organize your leads as a sales rep - we can't use this Leads Inbox as a result, it's chaos. It's like having an excel spreadsheet of leads and not being able to use any of the very basic excel functions like sorting, etc. And so...we will be much better off just using spreadsheets to organize our leads, which seems silly doesn't it?