Planned: Leads in Activities List and Contextual Views đź—’

Manuel Oliveira
Manuel Oliveira Admin Posts: 1,378 COMMUNITY MANAGER
1000 Comments Fourth Anniversary 250 Likes 25 Answers
edited August 2022 in What's New #1
image

Why?

Save time and access Leads linked to your activities without having to navigate away from the Activities tab.

 

What will I be able to do with it?

Add or view Leads directly from your Activities List View, or your activity Contextual View. Just like you can do for Deals.

 

đź”” Follow What's Planned? to know what we're working on currently and what’s to come.

Please note: Pipedrive reserves the right to modify and update the features in the What's planned?  topic and does not communicate exact timelines for delivery.

 

26617_Screen_Capture_on_2021-09-02_at_04-32-55.gif

Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,603 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers
    edited February 2022 #2

    A naive doubt: how can there be a lead and a contact for the same person at the same time?

  • Vincent Jyrwa
    Vincent Jyrwa Pipedrive Team Posts: 220 PIPEDRIVE TEAM
    Fourth Anniversary 100 Comments 5 Likes Name Dropper
    edited September 2021 #3

    A naive doubt: how can there be a lead and a contact for the same person at the same time?

    Hi @Amit Sarda  Thanks for your question. I might've misunderstood it but I will try to explain. A lead must be linked to a contact person and/or an organization. There is no difference in "contact" and "person", it's one entity. Since a lead is a "potential" deal, when the time comes to convert it to a deal, it retains the linked contact person and linked organization in the deal. Does this answer your question? 

  • Vincent Jyrwa
    Vincent Jyrwa Pipedrive Team Posts: 220 PIPEDRIVE TEAM
    Fourth Anniversary 100 Comments 5 Likes Name Dropper
    edited June 2022 #4

    Hi @Keith Greywood @AntĂłnio Perucho @Josh Coles @Simon Beck @Jazmin Poyser @Thomas Møller Jensen  

    I noticed you had "liked" this community post, hence wanted to give you a heads up that we are enabling this feature for you and gradually for all customers starting from next week. :) 

    With this update: 
    - You will be able to access your lead information in the Activity tab easily. Earlier, we were only supported deals in this view.  
    - You can also easily create new leads from the Activity tab. 

    Hope this helps you and do let us know how it works for you :) 

     

  • Jeff Farrick
    Jeff Farrick Member Posts: 44 VERIFIED MEMBER
    Second Anniversary 10 Comments Name Dropper Photogenic
    edited June 2022 #5

    Does this have positive implications for our ability to reference leads in workflow automations / insights?

  • Jorge MartĂ­nez Marbán
    Jorge Martínez Marbán Member Posts: 33 VERIFIED MEMBER
    10 Comments Second Anniversary 5 Up Votes Photogenic
    edited March 2022 #6

    This is great. Do you have in estimation when would be completed? 

  • Jorge MartĂ­nez Marbán
    Jorge Martínez Marbán Member Posts: 33 VERIFIED MEMBER
    10 Comments Second Anniversary 5 Up Votes Photogenic
    edited March 2022 #7

    Hi @Keith Greywood @AntĂłnio Perucho @Josh Coles @Simon Beck @Jazmin Poyser @Thomas Møller Jensen  

    I noticed you had "liked" this community post, hence wanted to give you a heads up that we are enabling this feature for you and gradually for all customers starting from next week. :) 

    With this update: 
    - You will be able to access your lead information in the Activity tab easily. Earlier, we were only supported deals in this view.  
    - You can also easily create new leads from the Activity tab. 

    Hope this helps you and do let us know how it works for you :) 

     

    Thank you Vincent. Can you enable this into my account please?

  • Vincent Jyrwa
    Vincent Jyrwa Pipedrive Team Posts: 220 PIPEDRIVE TEAM
    Fourth Anniversary 100 Comments 5 Likes Name Dropper
    edited March 2022 #8

    This is great. Do you have in estimation when would be completed? 

    @Jorge MartĂ­nez Marbán Hi Jorge, this was implemented many months ago and you should see this functionality on the Activities List View as shown in the screencast gif above. :) 

  • Vincent Jyrwa
    Vincent Jyrwa Pipedrive Team Posts: 220 PIPEDRIVE TEAM
    Fourth Anniversary 100 Comments 5 Likes Name Dropper
    edited March 2022 #9

    Hi @Keith Greywood @AntĂłnio Perucho @Josh Coles @Simon Beck @Jazmin Poyser @Thomas Møller Jensen  

    I noticed you had "liked" this community post, hence wanted to give you a heads up that we are enabling this feature for you and gradually for all customers starting from next week. :) 

    With this update: 
    - You will be able to access your lead information in the Activity tab easily. Earlier, we were only supported deals in this view.  
    - You can also easily create new leads from the Activity tab. 

    Hope this helps you and do let us know how it works for you :) 

     

    Hi Jorge, it was enabled for all our customers about 6 months ago. I double checked on your account and this feature is enabled! :) 

This discussion has been closed.