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

Manuel Oliveira
Manuel Oliveira Admin Posts: 797
500 Comments 100 Likes Second Anniversary 5 Answers
COMMUNITY MANAGER
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.

 

🔔 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: 1,354
    1000 Comments Third Anniversary 100 Likes 5 Answers
    CONSULTANT
    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 Product Manager Posts: 220
    100 Comments Third Anniversary Name Dropper Photogenic
    PRODUCT MANAGER
    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 Product Manager Posts: 220
    100 Comments Third Anniversary Name Dropper Photogenic
    PRODUCT MANAGER
    edited June 2022 #4

    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 :) 

     

  • Jeff Farrick
    Jeff Farrick Member Posts: 56
    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: 45
    Second Anniversary 10 Comments 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: 45
    Second Anniversary 10 Comments 5 Up Votes Photogenic
    edited March 2022 #7

    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?

  • Vincent Jyrwa
    Vincent Jyrwa Product Manager Posts: 220
    100 Comments Third Anniversary Name Dropper Photogenic
    PRODUCT MANAGER
    edited March 2022 #8

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

    @Jorge Martínez 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 Product Manager Posts: 220
    100 Comments Third Anniversary Name Dropper Photogenic
    PRODUCT MANAGER
    edited March 2022 #9

    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! :)