Add custom sources
Sources should be user-editable. Our sales team does not care if a lead, deal, contact, or organization was "imported" vs "manually added". We care if it came from the "website" "outbound campaign 1" or "referral person 5".
This data should help with commissioning and should follow that object (Lead/Deal/Contact/Organization) through it's lifecycles (Lead->Deal conversion)
Comments
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@Dan Moore - I track sources using a single option custom field. Works like a charm since I can access them in Insights too.
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Amit Sarda said:
@Dan Moore - I track sources using a single option custom field. Works like a charm since I can access them in Insights too.
Yeah, I've been doing that, but specifically on the "Lead" page "Source" is already a column and is not customizable.
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Amit Sarda said:
@Dan Moore - I track sources using a single option custom field. Works like a charm since I can access them in Insights too.
I think this update should help: https://community.pipedrive.com/post/new-leads-inbox-update---custom-columns-and-filters-610180e11d6109b9a185e496
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Amit Sarda said:
@Dan Moore - I track sources using a single option custom field. Works like a charm since I can access them in Insights too.
Hello @Amit Sarda , are you on a "Professional" subscription plan ?
I'd love to use "source" type custom fields in my deal reports but I can't (lower than "Professional" subscription plan)0
