'Leads' is lacking
I've been using Pipedrive for a short number of days/weeks and two limitations I'm surprised to discover so far are:
1/ 'Contacts' cannot be transferred over to 'Leads'. Surely a most basic feature? Contacts become Leads every working week!
2/ 'Leads' page will not show the Organisations that each individual Lead works for. So you're left looking at a long list of names, most of which you don't recognise without an Organisations column to refer to. Again, surely a basic feature missing here.
I'm also still wondering why 'Leads' is called 'Leads Inbox'. It's not an inbox its a list of Leads....
Jamon Johnston Posts: 1edited May 2021 #2
I agree especially with your second point Daniel, I've been trying to work out how to add the Organisation to the Leads Inbox view. Has PD provided a resolution?0