Lead Activity report

Josephine Chia
Josephine Chia Posts: 2
edited July 22 in Lead Generation #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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Comments

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited February 25 #2

    What are you looking to report on?

  • Josephine Chia
    Josephine Chia Posts: 2
    edited May 2021 #3

    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 Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited May 2021 #4

    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.