Adding multiple Contacts/People to a Lead

Chris Davis_71988
Chris Davis_71988 Posts: 8
Name Dropper First Comment Photogenic First Anniversary
edited July 2022 in Ideas and Product Feedback #1

Seems like you can only have one person on a lead.  Would be nice to be able to have multiple contacts, as we keep opportunities in Lead status until we have a shot at it (at which point we convert to a deal). But, up until that point, we may discover multiple organization contacts (and organizations!)

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  • Diego Semprún
    Diego Semprún Posts: 5
    edited May 2022 #2

    This is a very usual use case for us too.

    And not only inside the same organization, many of our deals require the contribution of resellers, partners, etc that are also key on one specific deal.

  • Ramsay Smith
    Ramsay Smith Posts: 3
    edited May 2022 #3

    100% - we would like to use Company as the basis for leads, and then have many contacts - currently only allowed to use People as the basis for Leads which makes management of an inward pipe somewhat challenging

  • Michelle Liggitt
    Michelle Liggitt Posts: 4
    Photogenic
    edited May 2022 #4

    We could use this functionality as well. Sometimes when communicating/negotiating with a lead, I have to copy multiple decision makers on each message. Right now I handle this by putting reminders in tasks and notes to add these people by hand to each message (or using reply all, depending on where we are in the process). But just being able to have multiple people attached to the lead and they all get put into the address field would be helpful.

  • Phillip Bucey
    Phillip Bucey Posts: 1
    edited May 2022 #5

    Yes this would be a great help. I have multi leads or contacts in companies. Also being about to add more detail info like Birthday wife name etc would really help 

  • Leandro dos Santos
    Leandro dos Santos Posts: 1
    edited May 2022 #6

    I would like to have the opportunity to have more than one contact in a Deal. 
     

    And the opportunity to make e-mail automation , sendind e-mail for all the deal contacts , when a win deals, today i can just send for one person in a deal…

  • Dana Godfrey, JD
    Dana Godfrey, JD Posts: 1
    edited May 2022 #7

    I understand the Lead being a person, but they are attached to an organization, which should have other people attached, as needed.  This connection is lost with the Lead data base. This is an issue, as discussed by the replies. 

  • Brenton Oldman
    Brenton Oldman Posts: 1
    edited May 2022 #8

    Would also be very usual for our company too! multiple contacts / email addresses and be able to add multiple email addresses automatically when creating emails for the deal. 

  • Jason McGehee
    Jason McGehee Posts: 2
    edited May 2022 #9

    100% agree with this. Must be a way to add another person based on preferred points of contact. 

  • Matt Stiller
    Matt Stiller Posts: 19
    edited June 2022 #10

    agreed.  Have thought the same thing.   we may have influencers and correspondence related to a deal. Not always from or with the primary contact.

  • Megan Milner
    Megan Milner Posts: 1
    edited July 2022 #11

    I agree, this is a feature that would really assist streamline outreach.

  • Bahar
    Bahar Posts: 3
    First Comment Photogenic
    #12

    Certainly this is needed. Pipedrive Leads would be a lot more useful for me if multiple contacts & email addresses could be added to them.

  • Dan Lord
    Dan Lord Posts: 2
    First Comment Photogenic
    #13

    Agreed - adding another voice to say this would be very useful.

  • Jason Young
    Jason Young Posts: 1
    First Comment
    #14

    I'd like to add +1 for this change

  • Nick L
    Nick L Posts: 8
    Name Dropper Photogenic First Comment
    #15

    +1 for this feature, it would make deal administration a lot more straightforward.

  • buddy
    buddy Posts: 1
    First Comment
    #16

    +1 for this feature! There are always multiple people in an organization that is a Lead, that we have to track. And communication with each of them should be tracked within the Lead.

  • James7
    James7 Posts: 1
    First Comment
    #17

    For those saying "+1", please go to the top and hit the VOTE button so that we vote up this feature.

  • Nick Rorris
    Nick Rorris Posts: 1
    First Comment
    #18

    Could definitely find this handy, particularly when wanting to CC relevant parties in new email threads. This feature is available in hubspot and very handy/. For every lead, you can see the company, and all contacts that are with the same company. Very handy.

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