Leads

New: Updated Archiving for Leads and Deals
Managing deals and leads efficiently is key to staying focused and closing more sales, and now you can archive deals, ensuring you keep a clean workspace for the opportunities that matter. The option to archive leads has also been updated so that behavior is consistent for both leads and deals. Highlights: Archive paused…
What is best practice for managing large volume of source tags?
Hello! I am wanting to track any deals that come from events we run with partners. Easy enough to add a tag "Partner Event" or similar to a "source" data field, but if I want to add a tag for specific events what is the best way to manage that? Initially it would not be an issue, but eventually we would have an unwieldy…
Change Log and History For Leads is a Must Have
We recently had an issue with agents taking other agents leads and to our surprise, THERE IS NO CHANGE LOG FOR LEADS! There is no record what-so-ever. This is a HUGE vulnerability in the system and should be corrected immediately. PS. I'm aware that you can configure Pipedrive to prevent users from changing the owner of…
Can't add leads anywhere. Anyone else having this issue?
I suddenly no longer see the Add Leads button on the Leads screen and I no longer see the Add Deals button (with the drop-down to add leads) when I am in a person or organization screen. The buttons are just gone. Right now, I can't add new leads. The only way I can add a new deal is to go to the Deals screen and click the…
Partner Program Team: How do I find the referee emails to start the implementation?
We now have a new source of Pipedrive leads who became paying subscribers directly via our referral link (previously, they typically signed up through Calendly with us). We need to reach out to them and launch the implementation package[1] as a result of signing up with us. How can I find the email of a company that…
Leads Feature, Add Files
It would be great to add files in the Leads Feature. We tend to find leads from data mining and link the PDF files to the project for proper tracking. Currently we can only do this in the Deals feature, which is forcing us to have "leads" in both areas.
Ability to reorder labels in Leads and Projects
Currently it is possible to reorder the labels list native to both Deals and Contacts - when you hover over a label in the labels pop-out menu, you will see two horizontal lines next to the 'tick' which will allow you to re-order the labels as you see fit. However, in the same labels pop-out menu in Leads and Projects,…
Add label to a lead depending on a choices from a Pipedrive Webform
Hello community ! I was wondering if it was possible to : automatically add a label to a newly created lead coming from a Pipedrive Webform the label should be based on the status of a field of the Webform I can't see how to do it using Automations… Many thanks for the support ! Aissa
Leads need a Changelog
It would be very useful if the Leads feature also had a Changelog tag available, like Deals, People, and Orgs do!
Monthly summary where leads come from???
Hello, Is there a way to run a monthly report of my leads summary. I am specifically looking to see which leads came from referrals. Any assistance would be appreciated! Thank you
How do you handle lead scoring in Pipedrive?
Lead scoring is a hot topic for Pipedrive users, and research based on customers’ feedback shows there is no one-size-fits-all approach. Some teams rely on point-based scoring, assigning values to actions like email opens, calls, and demo requests. Others prioritize Ideal Customer Profile (ICP) scoring, using factors like…
Bulk Adding Labels
Hello there, As lead labels (and soon Contact labels) can handle multiple labels, it would be VERY helpful to be able to be able to ADD or SUBTRACT from existing labels (without having to replace all). For example: - I have 50 leads. Some have a variety of different existing labels - I'd like to quickly add a label to 25…
Feature request: Selection of multiple persons/orgs in one field
In the current setup, there is room for one person and one organization as the "default" connection on a project. In a similar vein, there is only the option (in any field) to link ONE person or organization per field. I'd like to see a feature that allows us to select multiple people or organizations under one field. This…
Link in email notification when lead is assigned
Hello, I have a question. When I assign a lead to my colleague, he receives an email message. Is it possible to add a field with a direct link to this lead? Preferably with a button.
Creating a report for leads
I want a report that will show me leads, prospects, existing customers that have no follow up task or to do
Last email sent column
Hi, I am using the last email sent column in my leads overview to track that all leads have been contacted. For some reason, the column value does not display correctly for certain leads. When I click the lead, I can see my email inside so it is definitely recorded, but in the overview the value in "Last Email Sent" column…
Adding multiple Contacts/People to a Lead
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!)
Integrate products to webforms
I would like to get the possibility to integrate products into webforms. This enables the customer to directly choose his products and and getting this reported into the deal. Today we have to add the products by hand to each of the deals. it would definitely make the automation / creating offers process much easier.
🚀 LeadOn is Coming: Sync WhatsApp with Pipedrive Effortlessly!
📢 Attention sales and customer support teams! A game-changing tool is about to launch. 🚀 We know how frustrating it is to copy and paste information from WhatsApp to Pipedrive manually. That’s why we’re introducing LeadOn, a powerful solution that lets you: ✅ Sync WhatsApp conversations directly into Pipedrive. ✅ Save and…
How to work with Sales Development Reps (SDRs) in Pipedrive
Are your best salespeople wasting time cold-calling low-quality leads? If so, maybe you need a few Sales Development Reps (SDRs) to prospect for you; your top salespeople can spend more time following up with higher-quality opportunities and close more deals. Here's how we recommend working with SDRs in Pipedrive.
Emails in timeline deleted when email address is changed / deleted
Hi, We have a problem with the email synchronisation, it's working too good. We often see that leads quit at one customer and join another customer. Or the company changes its name and email domain. That way we have a new emailadress for the same lead. We want to 'archive' their old email address so the old emails stay in…
Pipedrive Lead Scoring
It will be very useful and interesting if Pipedrive builds a lead scoring system where a lead is assigned a score based on some factors such as Customer engagement: Which involves engagement with email campaigns sent to the customer, if they opened their emails, if they register or subscribe to the campaigns and so on.…
Hidden Fields in Web Forms to Capture Pre-defined Data
Allowing users to input fields on the front-end which get passed through to Pipedrive deal fields is great. However, defining “hidden fields” on the back end which we can populate with data would increase the value of Web Forms massively and would make it a no-brainer subscription for us. For example, if we have a web form…
Bulk Import from Contacts > People to Leads
Hello everyone, It would be really useful to have the ability to select multiple contacts from the Contacts > People database and add them to the Leads database in bulk. Currently, the available options are: Manually opening each contact and adding them as leads one by one. Searching for the prospect’s name directly in the…
No Lead Scoring? Pathetic!
Absolutely unbelievable that Pipedrive does not have lead scoring.
Book an online meeting on website with filtering, qualification and sync with Pipedrive
At the moment I have a Calendly widget on my website for booking an online video meeting that allows me to ask the lead some initial questions for filtering and routing, and then if the lead is qualified, ask some more questions that are necessary for the initial discussion with a lead during this meeting. The widget is…
Filter or Activity types in History
It would be nice if the History section had a filter so that we could filter and show specific types of activities. Or, it would be nice if we could add our own tab, like Calls next to Note and Email.
Bug report: one company's emails have suddenly started being synched in another company's lead
We created a lead for Company A. Emails were synchronising fine until a couple of weeks ago. Now, Company B's emails are synchronising into that lead. There's no related company connection. In our instance of Pipedrive, the 2 companies have IDs 3189 (Company A) and 4232 (Company B) The people have IDs 10635 (Company A) And…
Looking for help setting up automations, nurture/drip campaigns, etc
Hello-I'm looking for expertise in setting up automations, integrating with Facebook Ads, Zapier, etc. If someone has experience in the US mortgage industry, that would be highly beneficial. We're located in Colorado.
Transfer labels from leads to deals
Hi all, It would be great if we could transfer labels from leads to deals. This way every time you assign a specific label to a lead, that label would then stick to deal coming from the lead, which can be pretty useful, especially if you want to keep track of the lead funnel: where it came from, and what type of deal it…

Leads

Discussion List