Leads

51% of sales professionals struggle to find leads: Here’s how you can be more effective at lead gene
According to our State of Sales Report 2020-2021, 51% of sales professionals are struggling with lead generation. This is despite the fact that many have said prospecting is their second most time-consuming activity. This is potentially a big concern for sales managers, as wasted time and resources lead to: * Inefficiency…
Tracking Leads (Reporting and Labels)
Hi, I love the Leads feature. However I would like to be able to 1) bring over the label tags and 2) report/filter by those labels in Insights. Would it be possible in the next iterations of the feature? Or Is there a way I can do it right now? How do you use the Leads feature? Thank you Mattia
When creating a new lead would it be beneficial to have a field for URL Link?
When creating a new lead would it be beneficial to have a field for URL Link?
🏆🇳🇱 Success Story: How Pipedrive’s LeadBooster boosted SurfaWhile’s entire lead strategy
https://pipedrive.hubs.vidyard.com/watch/dCs1QTSNBQiRwypNp7eZ5K?ref=community_post⚙️ Click the cogwheel for subtitles in English, German, French, Spanish, and Portuguese. No matter the size and focus of your business, Pipedrive and its add-ons help drive more sales your way. Take, for example, Surfing travel agency…
What is the best way for us to implement this so we can view reports? Need to track a few important
Hello, We are switching over to Pipedrive from Copper and want to see what is the best way for us to setup the system for the following. We are a small business focused on generator sales and service. We sell to homeowners, builders, contractors, and we also export. The following is what I want to track * The amount of…
Contacts by Industry
Is there an add-in where I can have a drop down for each prospect/lead that I can categorize them by industry? ( similar to NAICS) I have a custom field for it that right now I am manually updating. I guess I could do a drop down myself - but was wondering if there was one already built so that I don't do work that was…
Is there a way to be alerted when someone opens a tracked email?
I see that I can filter my messages by email tracking, and I get passive notifications that includes opens every now and then through the sales assistant, but I am looking for more of a real time alert.
Chatbot and Spam
We've just started using Chatbot and we are getting a number of spam enquries. Anyone else had this issue. Pipedrive say there is no way around it. Any advice would be great.
Error when converting DEAL to LEAD
When trying to either do it one at a time, or a group, I get an error telling me that the Deal could not be converted, and to contact customer support. Is there a way to fix this issue? I have almost 200 Deals that need to be converted.
Hello, Is here anyone who is in sale for construction equipment/ automotive sales? i wish to ask do
Hello, Is here anyone who is in sale for construction equipment/ automotive sales? i wish to ask do you use website for advertasing or just bigest portals? if so how you get the leads. Are there any from your website or from main portals? My expierance is that works big portals and personal connections, i find that having…
COURSE TO PROSPECT MORE AND SELL MORE
Good afternoon everyone, We created a course to Bussines Developmente Representative and Sales Developmente Representative. Follow us: Insta: @prevendas.academy Site:https://www.prevendas.academy/ Course: https://www.prevendas.academy/curso
Myyntiputken arkistointi
Moi, onko olemassa mitään fiksua konstia arkistoida tai vaihtoehtoisesti poistaa näkyvistä kokonaista myyntiputkea tuhoamatta sitä? Meillä on yksi myyntiputki kohderyhmään, johon myynti saatiin ensin hyvään alkuun, mutta koronan takia pysäytettiin kokonaan ja sitä saatetaan jatkaa joskus tulevaisuudessa mutta ei ainakaan…
Exporting Leads
I would like to export my Leads into an Excel worksheet. By doing that, I would have the ability to send email campaigns and get our information out to leads.
API: Create Lead Endpoint
Hi there, I just found the new API-Endpoint for Lead creation, which is great! We waited for this for quite some time. https://developers.pipedrive.com/docs/api/v1/#!/Leads/post_leads There is just one issue: Leads can only be created when the personId or organizationId is set. That makes the the use of the API with a…
Je cherche à surveiller mes commerciaux pour pas qu'ils changent les propriétaires de mes fiches con
J'ai créé l'automatisation ci dessous et cela ne marche pas . En gros je ne trouve rien dans mes notes quand ils changent le propriétaire du leads ? 1 DÉCLENCHEUR Organisation mise à jour 2 CONDITION 1 Propriétaire de l’organisation a changé 3 ACTION Créer une activité Objet De L’activité: Vérifier si c'est ok Type: Notes…
Bonjour, comment faire pour supprimer l'autorisation à mes commerciaux de changer le nom du propriét
How to Fully Understand Your Customers With Comprehensive Buyer Personas 🎯
A buyer persona is an outlined description of the sort of person who best represents your target audience (or a demographic within it). Personas help your sales and marketing teams to personalize and target their messaging and outreach efforts to ensure relevancy across varied customer types and segments. By using actual…
New: Leads in Activities List & Contextual views 🔎
What? Leads can be accessed via the Activities list and contextual views. For whom? All users and plans. When? Gradual rollout starting this week.
Can't see new leads! Lost new Web form visibility
We are now having trouble dropping web forms into deals with new restrictions that they be connected to people or organization. Formerly these started as deals and we built pipes to distribute. Now we've list visibility to new and need to search people or organizations. How are others seeing new web form adds?
🏆 🇺🇸 Success Story: How a sales engagement platform cracked a new lead source
https://pipedrive.hubs.vidyard.com/watch/WTKVWFGiWounv8awZb75PF?⚙️ Click the cogwheel for subtitles in English, German, French, Spanish and Portuguese. Watch the video, where @David Gable from Kixie tells us how his sales team went from relying on inbound leads to becoming what he calls “outboundish” by leveraging their…
Wanted to convert TalkDesk missed calls that show up in our activities to leads so that we make sure
Wanted to convert TalkDesk missed calls that show up in our activities to leads so that we make sure that every call becomes a lead. We developed the automation between TalkDesk and Pipedrive so missed calls are converted to activities but we wanted to go to the next step and automate this procedure of creating leads out…
KPI & Sales/Revenue dashboards
Hello everyone, I would like to have your feedback on the best KPI dashboard (sales/revenue dashboard) you have used so far. Among those which can be integrated to Pipedrive easily we have found Plecto, Dearlucy and Databox. Can I have your opinion on any of the above if you have used them? Is there any other software…

Leads

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