Planned: Leads in Activities List and Contextual Views đź—’
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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.
🔔 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.
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Comments
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A naive doubt: how can there be a lead and a contact for the same person at the same time?
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Amit Sarda said:
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?
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Hi @Keith Greywood @António 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
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Does this have positive implications for our ability to reference leads in workflow automations / insights?
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This is great. Do you have in estimation when would be completed?
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Vincent Jyrwa said:
Hi @Keith Greywood @António 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?
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Jorge MartĂnez Marbán said:
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.
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Vincent Jyrwa said:
Hi @Keith Greywood @António 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!
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