Leads

Leads: lists and sublists
My leads need to be separated in different sublists. I should be able arrange those sublists with filters and labels. What I need is: _ sublists (examples : leads with a specific role, partners, etc) _ easily accessible - a one click access - (on the right side of the screen for instance) _ That I can filter (filters are…
Leads need to be Bulk Editable!
Simply put— we need to be able to bulk edit Leads and make changes to Lead/Deal fields!
"Nearby" Feature On the Mobile App ... Need to Add "Leads"
It would be great if you could add "Leads" as an option under "Nearby" I personally think "Leads" being an option to search nearby makes more sense than "People" … Switch it to ( Leads , Deals , Organizations) … your people are at one of these locations anyway.
Unicidade de cadastro por CNPJ
Pessoal, boa tarde! Estamos implementando o Pipedrive e preciso garantir que não seja possível inserir cadastros duplicados. A chave para verificação e bloqueio é o Número do CNPJ, alguém sabe como fazer isso utilizando o pipedrive? "Hi everyone, good afternoon! We are implementing Pipedrive and I need to ensure that it's…
Two Essential Pipedrive Automations to Boost Your Sales Workflow
We love those two straightforward yet impactful automations in Pipedrive that have significantly improved our team's efficiency. Automated High-Priority Activity Creation for New Deals Whenever a new deal is added, an activity is automatically created and assigned to the deal owner. This ensures that no new lead goes…
Need to be able to edit the list of Industry field values for the organization.
This list of values for the "Industry" field needs to be editable. I work with industries not listed, and I would like to delete some on here that are not relevant.
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.
Change the "Lead Created" Date
We need the option to change the "Lead Created" date to a custom date. Leads that are added into PipeDrive or converted from a deal, should not always have the date that the action was taken. Changing the "Deal Created" date is simple, but there's no option for changing the "Leads Created" date.
Comment on @ Mention Notes in Leads
Our team is utilizing the "comment" feature on Deals more and more. They would also like to do this on Leads, but it does not look like this capability also extends to Leads. Could this be a future Leads improvement? Where the Comment option could go:
Add Activity Name to the Leads List View
Hello, can we please include the ""Name of the Activity"" (Ie Customised activity name, whether its a meeting, follow up call, calendar meeting etc) into the ""Leads List View"" please? If we have this, it will allow us to determine which ""Activity Types"" Require a particular action when Bulk emailing from the Leads list…
Organization not transferring when moving from lead to deal
Hi. This seems like a newer issue that I'm having and I'm wondering if anyone could give an idea or two on where I could look to fix this. When a lead is created, I also create an organization and person. No issues. They all show in the proper place. However, when I attempt to change a lead into a deal, the organization…
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…
New: Source of the Deal / Lead
Hi there, Pipedrivers! Soon, you'll have more valuable insights into the origin of your deals and leads directly inside Pipedrive. What: The new Source field structure shows you where your Deals and Leads originated. You can use this information to better understand the ROI of your sales and marketing channels, such as…
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.

Leads

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