Leads

"Merge duplicates" algorithm is flawed and needs improvement
I have tons of duplicates on pipedrive because pipedrive is not very good at detecting duplicates based on the phone number. For example, pipedrive won't recognise two duplicates (with the same name) if their phone numbers are written in two different ways: 08 52 78 94 56 and 0852789456 (without space), or 08 52 78 94 56…
Bulk Edit Custom Fields for Leads
Will we ever be able to bulk edit custom fields within our Leads dashboard?
Merged: filter leads and other unfinished things in the lead module
This discussion has been merged.
How I can automate lead distribution using the robin round method?
I tried router jet but it can work at a deal level not lead inbox level. Is there any other method to do that? or setup activity of assigning lead using workflow alternatively between 2 sales teams?
Leads: Labels as a Filter Option
Hi Team, It would be great to apply lead labels within filters (unless I am mistaken). I appreciate there is a "label drop down" however it doesn't substitute for full filtering functionality. Any suggestions?
Delated LEADS
How can I find delated leads? Not deals but leads? We are using dedupely to merge LEADS, and if the lead is already delated then we have a problem with merging leads as an error keeps preventing us to merge two LEADS. I did research here in community discussions, but could not find any solution to our problem. Can you…
Leads Inbox: One column for overall last activity/email date?
Caveat: this post deals w/ one-on-one emails sent to leads, not those sent via automations/campaigns in bulk. With the Leads inbox, I'm aware that you can turn on/off various "last ___ date" columns for people and orgs, e.g. last email sent, last activity date, etc.. but is there any way to have a single column that…
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!)
Import lead labels
Currently it's not possible to import labels when importing leads. We have some automations running based on labels, it would be useful that we can import them directly.
Create leads based on incoming email
It would be great if leads could be created based on incoming emails. Example: Any email sent to leads+yourcompany@enqlare.com create a lead in the inbox. We often get emails from our website and other forms that generate emails to a sales inbox.
Notes in pipedrive need auto-save
I'm summarising here a long discussion with customer success. If pipedrive automatically saved the notes I am taking on-the-fly I could trust it a lot better with my crucial business contacts. I am a heavy user of Notes in pipedrive mobile and desktop to memorize information I hear during activities such as a meeting a…
Files in Leads
Is there a way to drag and drop files/attachments into Leads, the same way you can in Deals?
View that blends Leads and Deals
Can a view be created that shows my leads and deals on the same page? I like to give my referral partners a weekly update, and I need to pull the data from both. Right now I have to export both and merge them in Excel.
Leads - How to add to existing contacts?
Hi, I would like to use the Leads functionality to record potential leads with customers. Early conversation prior to something being a deal. When I create a deal, there doesn't seem to be a connection to any of the contacts or organizations in Pipedrive already. Any way around that?
Connect our general sales mailbox to Pipedrive
Hi I want to connect our general sales mailbox (sales@company.com) to Pipedrive and automatically generate mails to leads. Is that possible?
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…
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…
Would anyone else see the benefit of having 'leads' visible on the contact or organisation view?
If a lead is set up it seems that it is only visible in the Leads inbox currently, which is fine but would anyone else find it useful to know when you are on contact if they have any leads open in the past or they have one open currently? Similar to the way deals are shown. To me, the leads feature would be really useful…
How can I add linkedin profile link/url in the existing contact list?
I want to add profile urls for all the contacts I am adding whether be it linkedIN profile url or behance. Is it possible to add new empty field just for that kind of urls? similarly like it ask for phone numbers and emails.
Our company has multiple labels within a lead and we want to send a bulk email to all, how??
Our company has multiple labels because many clients fit within or share categories. When I go to send a bulk email or email marketing email via Pipedrive, it deletes any lead that does not share the same criteria. I.E. if I have a lead that has the labels: "open house", "community", "hot lead" it will show 0 leads if I…
Filter Persons with more than one active Lead
This should be a straightforward filter option to see a list of contacts with more than one open lead in the same way it is possible for Open Leads.
Seen contacts with more than one open lead
Hi! This should be a straightforward filter option, but I couldn't find it. How can I see a list of contacts with more than one open lead?
Generate Projects from Leads
Dear Pipedrive team, Could you please introduce the option to generate projects from leads, similar to how this can be done from a deal at the moment. Thanks!
Is there a way to hide the "leads" tab?
Is there a way to hide the "leads" tab?
Merged: Scheduling Emails For Leads
This discussion has been merged.
what is the difference between automation labels and lead labels?
I would like to have multiple pipelines for different types of clients. So when setting up automations to immediately create a new deal from a new lead, I need the lead/deal to go into the correct pipeline. I see that I can set labels both when creating a new lead and when creating a new automation. But these two label…
Pre-qualification pipeline
What would be your thoughts on using a pipeline to pre-qualify leads? Pre-qualification would include: * Validate contact information * Validate that the service request match the company offering * Location (covered area) * Urgency When leads does not qualify a reason would be provided. When leads does qualify, a workflow…
Lead vs Contact
I have been a small business owner for a while. I do not understand the difference between "lead" and "contact" as it pertains to Pipedrive CRM. I have looked for help articles and cannot find information. Most importantly, how does the differentiation: * Affect the way I use Pipedrive? * The way I enter or upload my…
Merge LEAD vs DEAL
We had to build our own tool, which unables us to merge information between LEAD and DEAL. For example. You have an open DEAL, and one of your sales person is already talking to the customer. Then, after some time the same customer fills some form and this creates you a new LEAD. So theroretically, we have the same…

Leads

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