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Lead Source report. Lead source and deals reporting
Hi all, is there a lead source report? I would like to report on lead source for our lead/pipe generations Thanks, Galia
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[Closed] Volunteers needed - feedback for improvements in Chatbot
EDIT: We have concluded this research session. If you have any comments, please post in the comment section :) We will be shortly developing some improvements in our Chatbot feature and I have a huge favour to ask. Are you a Chatbot user? Would you like to help us with the testing of new improvements and give us yourโฆ
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Issuing Leads to Outside Networks
Our team is currently issuing leads manually, via email, to our Dealer Network that exists outside of Pipedrive. These leads are issued based on geographic area. Any insight on the best way to automate this? All help is appreciated. Thank you
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How do I bulk Assign Leads or Contacts to my Sales Reps?
2 Questions 1) First off, I want to make sure I uploaded my CSV correctly. When I uploaded about 19,000 contacts / organizations from a Zoom Info CSV, I uploaded them as Contacts. Should they have been uploaded as leads? 2) How do I bulk assign contacts / leads to certain sales reps? Their territories are assigned by cityโฆ
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Merged: Scheduling Emails For Leads
This discussion has been merged.
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Goava Discover on Sales Intelligence - tyรถkalu รคlykkรครคseen myyntityรถhรถn
Moi kaikille! Meidรคn markkinapaikka on rikastunut uudella prospektointi tyรถkalulla. Goava hyรถdyntรครค tekoรคlyรค tiedonkeruussa ja peilaa sitรค CRM:stรค lรถytyvรครคn dataan. Goava on Vainua vastaava edullisempi tyรถkalu. Luonnollisesti Pipedrive integraatio lรถytyy. Terveisin, Markus Paakkonen (Linkedin) Ohjelmistoja.fi / Accountโฆ
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Archiving versus deleting leads
Hi Pipedrivers - quick question. Under what use cases do you archive leads versus deleting them? When you contact a lead and they don't convert how are you handling them - and then ultimately how are you moving them into some kind of nurture sequence?
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Dealing with duplicate deals due to multiple demo / form-fill deals.
Hi all! We've been using PD for over 7 years now and the problem of duplicate deals has been ever growing. I wanted to understand how you are dealing with your demo / query deals. A bit of backstory on how we create deals at our organization. We work with broadly 2 types of deals. Different sales teams get in touch withโฆ
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What is the use case for multiple leads on the same contact?
Multiple deals for contact make sense, but what is the use case for multiple leads that can be created for the same contacts? I feel that this can make duplicate entities in my lead list if I try to add leads from webform and other ways using APIs or other tools. Has anybody faced this kind of an issue?
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ํ์ดํ๋๋ผ์ด๋ธ ๊ธฐ๋ฅ ์
๋ฐ์ดํธ: ํ์ด์ค๋ถ / ์์ธ ์ฑ ๋ฉ์ ์ Integration
์๋
ํ์ธ์. ๊ตญ๋ด ํ์ดํ๋๋ผ์ด๋ธ ๊ณต์ ํํธ๋์ฌ ํด์์ค๋
์
๋๋ค. ํ์ดํ๋๋ผ์ด๋ธ์ Facebook / Whatsapp์ ์ฐ๋ํ์ฌ ์๋ก์ด ๋ฆฌ๋๋ฅผ ํ๋ณดํ ์ ์๋ Messenger ์ฐ๋ ๊ธฐ๋ฅ์ด ์ถ์๋์์ต๋๋ค. ์ด์ , ํ์ด์ค๋ถ ๋น์ฆ๋์ค ๊ณ์ ์ ํตํด ๋ค์ด์ค๋ ๊ณ ๊ฐ ๋ฌธ์๋ฅผ ํ์ดํ๋๋ผ์ด๋ธ์์ ์๋ํ๊ณ ์๋ก์ด ๋ฆฌ๋๋ฅผ ํ์ดํ๋๋ผ์ด๋ธ์ ๋ฐ๋ก ์ถ๊ฐํ์ค ์ ์์ต๋๋ค. * ํ์ด์ค๋ถ Messenger ์ฐ๋ ๋ฐฉ๋ฒ * ๋ฆฌ๋ ์์ ํจ > ํตํฉ '๋ฉ์์ง ๋ณด๋ด๊ธฐ' ํด๋ฆญ * ํ์ด์ค๋ถ ๋ฉ์ ์ ์ ํ์ดํ๋๋ผ์ด๋ธ ์ฑ ์ฐ๋ ์งํ * ์ต์
์ค๋ช
* Private : ํ์ด์ค๋ถ ์ฐ๋์ ์ค์นํ ์ฌ์ฉ์๋ง ๋ฉ์ ์ ์๋ต์ด ๊ฐ๋ฅํ๊ณ ,โฆ
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Leads and contacts
Why are the leads sections not automatically populated from my contact list? I just want to convert some of my contacts to leads, is there an easy way, and not one time bulk, to do this"?
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Lead Source from diferentes channels
Hi, Iยดm planning to Start the essential versiรณn to Start and then posibilities to implementado in some clients. One of the most important for me is when i have leads comming from, YouTube ads, google ads, FB and IG ads, a part of the web forms, every single leads comes with the lead source already. So, when i go to the endโฆ
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Assigning multiple contacts to a lead
Hi there, I have many cases of working with multiple contacts within the same organisation on a single lead. At the moment I can't see a way to assign them all to one lead - when I import the people, despite the Lead Title being the same for all 4, it creates 4 separate leads in the system. What would be the best way toโฆ
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Pipeline to Pipeline conversion
With the limited functionality of leads (compared to deals), we are setting up a Marketing/SDR Pipeline in deals. Now we want to track the conversion rate from that pipeline to the actual sales pipeline in insights - anyone found a workaround?
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Are you Interested in B2B Leads for your business?
Are you Interested in B2B Leads for your business?
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Importing Leads from contact form on the website
Hi! How can I convert contacts from our website's contact form into leads in Pipedrive? Is anyone doing it? I will be grateful for advice :) Thank you!
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Planned: more features in Leads Inbox ๐ฅ
As we continue to fine-tune and expand Leads Inbox's capacities (see this post), there are still things up our sleeve that we want to bring you over the course of the following months, such as... * Custom fields * Selectable columns * Bulk actions * Exporting Leads * Email integration * Calling integration * Leads in theโฆ
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Leads conversion reports
Hello Pipedrivers! With the customers starting to use the new Lead Suite, questions about reports come up. I understood there's a workaround based on a new deals report + customized field for lead source, however it's available only on Professional plan. Are there any lead reports planned in the roadmap? i.e Conversion toโฆ
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ํ์ดํ๋๋ผ์ด๋ธ ๊ธฐ๋ฅ ์
๋ฐ์ดํธ: ๋ฆฌ๋ ๋ณด๊ณ ์
์๋
ํ์ธ์. ๊ตญ๋ด ํ์ดํ๋๋ผ์ด๋ธ ๊ณต์ ํํธ๋์ฌ ํด์์ค๋
์
๋๋ค. ๋ง์ ๊ณ ๊ฐ๋๋ค๊ป์ ์์ฒญํ์
จ๋ ํ์ดํ๋๋ผ์ด๋ธ์ ๋ฆฌ๋ ๋ณด๊ณ ์ ๊ธฐ๋ฅ์ด ์ถ์๋์์ต๋๋ค. ๋ฆฌ๋ ๋ณด๊ณ ์๋ฅผ ํตํด ์์ฑ / ๋ณด๊ด / ๊ฑฐ๋๋ก ์ ํ๋ ๋ฆฌ๋ ์๋ฅผ ์ธ์ฌ์ดํธ ๋์๋ณด๋์์ ์ธก์ ํ์ค ์ ์์ผ๋ฉฐ, ๋ฆฌ๋ -> ๊ฑฐ๋ ๋ก์ ์ ํ์จ์ ์ธก์ ํ ์ ์๋ ์ ํ์จ ๋ณด๊ณ ์๋ฅผ ์์ฑํ์ค ์ ์์ต๋๋ค. ๋ฆฌ๋ ๋ณด๊ณ ์ ์์ฑ ๋ฐฉ๋ฒ * ์ธ์ฌ์ดํธ -> ๋ณด๊ณ ์ > ๋ฆฌ๋ ํด๋ฆญ ํ ์์ฑํ ๋ณด๊ณ ์ ์ ํ ์ ํ ์ฐธ๊ณ : * ํ๋กํ์
๋ ํ๋ ์ฌ์ฉ ์, ๋ฆฌ๋ ์ฑ๊ณผ / ์ ํ ๋ณด๊ณ ์ ์์ฑ ์ ์ปค์คํ
๋ฐ์ดํฐ ํ๋๋ฅผ ํตํ ์ธ๊ทธ๋ฉํ
์ด์
๋ณด๊ณ ์๋ฅผ ์์ฑํ์ค ์ ์์ต๋๋ค. * ์ปค์คํ
โฆ
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What is the 'Leads Reports' feature?
At the price comparison page, I see a new feature named 'Leads Reports'. This sounds interesting. Can anyone explain what this feature is about?
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Lead Information in Sidebars
Is this going to be added? As it would be useful to see the leads a person has as well as any deals
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Planned: Leads in Activities List and Contextual Views ๐
Why? Save time and access Leads linked to your activities without having to navigate away from the Activities tab. What will I be able to do with it? Add or view Leads directly from your Activities List View, or your activity Contextual View. Just like you can do for Deals. ๐ Followย What's Planned?ย to know what we'reโฆ
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Account Based Marketing & Sales
Looking for a partner who has successfully implemented ABM in Pipedrive. Reviewing the Tech Stack required to execute on activities and manage objectives for: * Sales Activities including Account Management, Call Plan Management, Opportunity Management, list creation and a few others. * Sale objectives for Managementโฆ
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Assignment of Leads to owner- can it be done automatically?
I am looking to integrate my lead generation directly into Pipedrive which is achievable. Is it possible to then distribute those leads to members of the sales team as they come in and if so how?
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Leads Inbox - Group Emails
Is anyone else hoping this function becomes a reality soon? We want to be able to contact new leads at various stages throughout the sales lifecyle, but there's currently no option to send group emails from the Leads section. I've asked Pipedrive several times about this for months, but so far nothing has happened... Inโฆ
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Leads Inbox Improvements: Bulk actions and editing contacts is going live for all users!
We are rolling out this update gradually and it should be live for all users by the beginning of next week. You will be able to: * Make bulk changes in up to 500 leads at a time * Change contact details for the Person and/or Organization linked to your lead (only default fields for now, custom fields will be editable inโฆ
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Leads through to Deal tracking
Hi folks, When a lead comes through I label them with the nature of enquiry, however, when it becomes qualified and moves to a deal, these labels are lost which really isn't ideal because I can't track the nature of enquiry through to conversion. Is there a way of the lead labels carrying through to info on the deal? Iโฆ
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Unsuscription of email campaigns
Hi, itยดs possible to add a botton in the mail where people who receive our mails can unsuscribe of this ones and then trigger a "lead lost" for this lead? I think that this is an efficient way to not bother leads with mails and also just have those leads that want to be with us.