Lead Activity report

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Josephine Chia
Josephine Chia Member Posts: 2
edited July 2023 in Sales CRM #1

Hi, want to switch from Hubspot to Pipedrive. I noticed there is no Leads report, only a Lead Source Report (coming soon). We want to know if our marketing is generating enough quality and volume of leads per month. Possible?

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 844
    5 Likes First Anniversary First Answer Combo Breaker
    edited February 2022 #2
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    What are you looking to report on?

  • Josephine Chia
    Josephine Chia Member Posts: 2
    edited May 2021 #3
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    Boris Tsibelman said:

    What are you looking to report on?

    To see a list of leads created by diff user over a user-defined time period, dropped, nurturing or converted to deals...

     

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 844
    5 Likes First Anniversary First Answer Combo Breaker
    edited May 2021 #4
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    Boris Tsibelman said:

    What are you looking to report on?

    I suggest setting up multiple pipelines, and one of them being "New Leads"

    Then utilize pipedrive insights to report on it.

    Leads reporting is very limited at the moment.

    You can pretty much achieve the same [and more] by using either a separate pipeline or a beginning stage within deals.

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