Leads: Integration with Activities
All,
Playing with the leads inbox some more:
- Scheduling the activity for the lead works well. It might be helpful to be able to set an exact time, in case someone asks to be contacted "Friday at 2pm".
- When I schedule follow-up in the Lead Inbox, however, the "identifiers" of the leads are not available in the activity page because the lead fields cannot be selected in columns. It makes it tricky to see who I am actually supposed to follow up with (and how).
Maybe I could suggest to add a tab for LEADS in the column selector - and add fields like "lead-person", "lead-organization", "lead-phone", "lead-email", "lead-name" and perhaps "lead-notes".
That way, if a user uses the "activity page" as their follow-up start page, they will see all things they need to do - including follow-up on specific leads.
FYI @Mike van der Valk - hope it's useful.
Comments
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Another great point @Jan Visser something we should definitely improve, and we will 💪 thanks for keeping us sharp!
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Mike van der Valk said:
Another great point @Jan Visser something we should definitely improve, and we will 💪 thanks for keeping us sharp!
@Jan Visser could you me send your email address you use to login here or to mike@pipedrive.com I think we have some fixes I can enable for your account already.
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Mike van der Valk said:
Another great point @Jan Visser something we should definitely improve, and we will 💪 thanks for keeping us sharp!
Emailed you.
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I forgot a few self-explanatory fields - like of course lead-owner etc.
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Mike van der Valk said:
Another great point @Jan Visser something we should definitely improve, and we will 💪 thanks for keeping us sharp!
Thanks, I checked and your account is fully up to date right now so unfortunately we'll need to wait for our coming updates, but stay tuned
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Hi, we are also using the activities function in Leads. Is there a way to automate the activity upon loading the lead?
When uploading the list, I'd like to have the sales person notified of his activity as this needs to happen within a limited period. Thanks
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Jo-Anne de Villiers said:
Hi, we are also using the activities function in Leads. Is there a way to automate the activity upon loading the lead?
When uploading the list, I'd like to have the sales person notified of his activity as this needs to happen within a limited period. Thanks
Hi @Jo-Anne de Villiers unfortunately it's not possible yet but we hope to add Workflow Automation features to the Lead section later this year, so our goal is to make your use case work!
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Jo-Anne de Villiers said:
Hi, we are also using the activities function in Leads. Is there a way to automate the activity upon loading the lead?
When uploading the list, I'd like to have the sales person notified of his activity as this needs to happen within a limited period. Thanks
Great thanks
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