Leads

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?
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 with…
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?
파이프드라이브 기능 업데이트: 페이스북 / 왓츠앱 메신저 Integration
안녕하세요. 국내 파이프드라이브 공식 파트너사 해시스냅입니다. 파이프드라이브와 Facebook / Whatsapp을 연동하여 새로운 리드를 확보할 수 있는 Messenger 연동 기능이 출시되었습니다. 이제, 페이스북 비즈니스 계정을 통해 들어오는 고객 문의를 파이프드라이브에서 응대하고 새로운 리드를 파이프드라이브에 바로 추가하실 수 있습니다. * 페이스북 Messenger 연동 방법 * 리드 수신함 > 통합 '메시지 보내기' 클릭 * 페이스북 메신저와 파이프드라이브 앱 연동 진행 * 옵션 설명* Private : 페이스북 연동을 설치한 사용자만 메신저 응답이 가능하고,…
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"?
Lead Source from diferentes channels
Hi, I´m planning to Start the essential versión 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 end…
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 to…
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?
Are you Interested in B2B Leads for your business?
Are you Interested in B2B Leads for your business?
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!
Planned: more features in Leads Inbox 📥
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 the…
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 to…
파이프드라이브 기능 업데이트: 리드 보고서
안녕하세요. 국내 파이프드라이브 공식 파트너사 해시스냅입니다. 많은 고객님들께서 요청하셨던 파이프드라이브의 리드 보고서 기능이 출시되었습니다. 리드 보고서를 통해 생성 / 보관 / 거래로 전환된 리드 수를 인사이트 대시보드에서 측정하실 수 있으며, 리드 -> 거래 로의 전환율을 측정할 수 있는 전환율 보고서를 작성하실 수 있습니다. 리드 보고서 생성 방법 * 인사이트 -> 보고서 > 리드 클릭 후 생성할 보고서 유형 선택 참고: * 프로페셔널 플랜 사용 시, 리드 성과 / 전환 보고서 생성 시 커스텀 데이터 필드를 통한 세그멘테이션 보고서를 생성하실 수 있습니다. * 커스텀…
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?
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
Planned: Leads in Activities List and Contextual Views 🗒
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. 🔔 Follow What's Planned? to know what we're…
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 Management…
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?
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... In…
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 in…
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? I…
Unsuscription of email campaigns
Hi, it´s 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.
🧐 Question about the caller function inside Leads.
Hello guys I really like the caller function however not been able to use it in leads is a very important setback in leads. Please do not take it bad, leads have improved a lot, but at the time the use of the caller inside the leads tab is not available and I think is a strong reason why in my team we don't use it. Can you…
[Closed] Chatbot Feedback discussion
EDIT: This research has now concluded, thank you all for your feedback! Hi there 👋👋👋, Veronika, Product Manager for Chatbot (LeadBooster add-on) here 🙂 We would love to hear more details about your experience with Chatbot. Are you open to short call with me to discuss your feedback? We are preparing and prioritizing…
New: Leads Inbox now allows editing the values of all supported custom fields 📣
What: Users are now able to add, change or delete the values of the most frequently used custom fields in a Lead detail. The custom field types that are now fully editable are: * Text * Single option * Multiple options * Date * Numerical * Monetary * Large text * Phone * Autocomplete * Person * Organization * Address *…
Organizing Leads activity by most recent activity/edits.
RESOLVED!! --- Our sales team has a scheduled time for cold calling on Mondays mid-day. We typically record these calls and associated notes in a shared excel spreadsheet. This way we can review as a team in our Monday afternoon sales meeting. I would like to use Pipedrive's Leads module to do this instead, but there is no…
INSIGHTS - REPORTING OF LEADS AND DEALS, and DASHBOARDS (PLEASE CLARIFY)
INSIGHTS REPORTING With the introduction of "leads" and "deals", we need to know how Pipedrive Insights dashboards and reports, and custom reports, will be consolidating all leads and deals in one? An Organisation and Sales Managers, need to make sure we have 1 combined view of all leads and deals, eg. number of…
Manual Lead - No Connecting Person and Organization?
I'm manually entering leads, and when I enter a person and organization, the person and organization aren't connected. Does anyone else wish there didn't have to be the redundant act of opening up the person and then assigning an organization (or vice versa). Or are there reasons that shouldn't be done? Thanks for your…

Leads

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