Country specific leads - how to organise?

christina.hahrwell@warranty.expert
edited July 6 in Lead Generation #1

Hi all,

First time here so pleasure meeting you all!

I was interesting in learning /discovering how to organise (if possible) our leads by country? At present, we have several clients spanning EU/UK and potentially the Middle East so wanted to find out if it was possible to organise our leads inbox and our deals section by country? It would make things a lot clearer - I am also planning ahead to country specific reporting - any ideas?

Any feedback or information would greatly appreciated, thank you!

Christina

Comments

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited June 9 #2

    You can add an address field under deals or just pull the address->country field from under person or organization.

    If you want to use this data for reporting, you will have to create a custom field of type single option.

    If you have any other questions or need further help, please don't hesitate to reach out.

    Best,

    Amit Sarda

    Book a Call | Pipedrive Consulting | WhatsApp | Email 

  • christina.hahrwell@warranty.expert
    edited June 9 #3

    You can add an address field under deals or just pull the address->country field from under person or organization.

    If you want to use this data for reporting, you will have to create a custom field of type single option.

    If you have any other questions or need further help, please don't hesitate to reach out.

    Best,

    Amit Sarda

    Book a Call | Pipedrive Consulting | WhatsApp | Email 

    Hi Amit,

    This is very helpful, thank you. If I have any additional questions, I'll be sure to ask!

    Best,

    C