Leads

Hi there, if we can add new filters in the Lead Module it would be really nice! Sometimes clients wa
📽️ Webinar | Lead Nurture: Tales from our Sales pros 🧠 💰
https://pipedrive.hubs.vidyard.com/watch/fmGP3QDTtr6qriBTdShYcd?ref=community_postIf you couldn't make it live or if you want to watch again, just click play. Grab your free seat for this Wednesday's webinar here! 🎫 🏃‍♂️ 🏃 🏃‍♀️ 🔔 Follow the Events topic to never miss out on what's coming up in the calendar. 🔔
Counting number of files per deal
Hello - hopefully this question is clear. I am trying to get a count of # of attached files per deal. Is there a way to view this in Pipedrive? (i.e. Deal 123 has 3 attached files) Thank you!
Create a Tag or use several labels per contact
Idea: Create a Tag or use several labels per contact to create a history of events/email campaign/Linkedin message and facilitate my targeting and nursering This allows you to search in the contacts according to tags or labels with "and" "or" filters
Fields used on lead view
Can you remove fields from the lead field that are associated with deals only? I see this functionality available but deals and leads are tied together. So you have to choose to turn it on/off both, vs having the ability to keep them independent of one another.
B2B lead generation: Post-event activities
Hello, I work for a small SaaS company and we will be exhibiting at two events in September this year. However in the past we have struggled to create effective post-event nurturing campaigns. In most occasions, all of the leads went through them same automated process: * 1st email explained the company and its solutions *…
How can I assign a label to a newly created lead using the organisations postcode?
I have tried an see know way of add a condition that is the organisation postcode?
Lead exports
Hi there, Do you know how to do an export specifically for leads? I just need to get an export with all the information pertaining to leads. Thanks
Lead custom fields missing from Zapier.
The connection between Leads Inbox and Zapier was published a few months ago. We have been using Leads for a couple of weeks now and noticed that Zapier cannot bring any data to custom fields when creating a lead. Custom fields work well with Deals, Persons and Organizations but not with Leads. This would be super…
How to connect LinkedIn ads to Pipedrive to see how many sales the ads converted?
I'm trying to connect ads I have on different channels (LinkedIn, Google, FB etc.) to Pipedrive to compare the effectiveness of advertising on each channel. I want to be able to see how many sales the ads led to within Pipedrive. I've been exploring UTM parameters and connecting with Zapier, but I've only found a way to do…
Lead Activity report
Hi, want to switch from Hubspot to Pipedrive. I noticed there is no Leads report, only a Lead Source Report (coming soon). We want to know if our marketing is generating enough quality and volume of leads per month. Possible?
Recover Leads delated from Pipeline
If I delete a pipeline do I lose those leads, and is there a way to recover delated contacts?
Converting multiple leads to a deal and stage in your pipeline
Why can we not move multiple leads from our lead inbox to a stage in one of our pipelines? This would be much easier than converting each lead to a deal one by one.
Wrote a detailed post on automated leads assignment in Pipedrive
Post: https://www.amitsarda.xyz/post/pipedrive-automate-leads-assignment I appreciate any feedback and comments.
Restrict Lead Creation
As we do not have any reporting capability for Leads, we would like to restrict the user to create Leads and create Deals directly. Even though we have informed the users, they forget or by mistake end up creating a lead. I am visioning when users try to create a lead the system should pop up with a message "Lead Creation…
'Leads' is lacking
I've been using Pipedrive for a short number of days/weeks and two limitations I'm surprised to discover so far are: 1/ 'Contacts' cannot be transferred over to 'Leads'. Surely a most basic feature? Contacts become Leads every working week! 2/ 'Leads' page will not show the Organisations that each individual Lead works…
Leads Inbox can now be sorted by column
A highly-requested update in the Leads Inbox is live! You can now sort your leads based on any of the available columns, giving you more control over how you see your data, helping you stay organized your way. Expect even more Lead Inbox improvements in the upcoming weeks. Get a complete overview of Leads Inbox here.
Recent Searches and/or Records
Often I find that I need to re-access Contacts, Deals, and Leads that I previously accessed. To do this you can either search for the record or go to that section of Pipedrive and cherry-pick the record from a list. Seems to me that if you place your cursor in the Search form it would be handy if the system displayed a…
porspector upgrade
Do you have a prospector qualifier? Are you planning to have it in the near future? It would be awesome to manage all the leads in the same platform, but it would be better to do it if we can make some calculations based on some fields regarding the lead, For example, when I say that the organization is from brazil, that…
porspector upgrade
Do you have a prospector qualifier? Are you planning to have it in the near future? It would be awesome to manage all the leads in the same platform, but it would be better to do it if we can make some calculations based on some fields regarding the lead, For example, when I say that the organization is from brazil, that…
Planned: Global Search 🔎 💫
Prototype. Final version may look different. We are improving the way our Search feature works and looks, to give you a smoother and more thorough experience: * Search look-and-feel will be improved * See recently modified, viewed and added items * Differentiating between similar search names will become a lot easier with…
Automate lead/deal registration
Hi, Can I automate the lead registration/ deal reg for my business? My 4 sources via which I get leads are WhatsApp, phone, email, FB messenger
We shoud have more space here to write notes during a meeting 🙌 do you agree ?
We shoud have more space here to write notes during a meeting 🙌 do you agree ?
New to Pipedrive and the community.... basic Q; can you add a company tab to your "Leads"? Seems you
❗🎥 In Case You Missed It - Here's April's Update!
https://pipedrive.hubs.vidyard.com/watch/1xRfKi9hSwxsP7kAAYzwQ6?In case you missed it - Pipedrive has made a load of improvements to Leads. Not only can you send emails directly from the Leads Inbox, but you can control visibility of your leads for you or your teams, attach multiple notes, and import custom fields. 🔎 Want…
Google and FB Ads to deals
Hi everyone. We have been using a FB ad for a while now to help generate leads. We are going to begin running several FB and Google ads. We need to be able to track which ad specifically resulted in a deal. Are there any best practices you can recommend or a 3rd party software you are using that is working well for you to…
Clean-up and classify our existing Pipedrive data/leads
Frequency is looking for short-term contractor to clean-up and classify our existing data/leads in Pipedrive and assist with automating the ingestion of our inbound leads. Please email me at james@frequency.com if this is something that you can help us with.
Join the Pipedrive Roundtable! (This Friday, 2nd of April, 08:30 PST / 17:30 CEST)
Join our Roundtable for Tips and Tricks on Friday, April the 2nd at 08:30 - 09:30 PST / 17:30 - 18:30 CET! Join our Roundtable every 2nd Friday where we share tips, insights and help each other with our different use cases! Friday, every two weeks, we get together to improve our Pipedrive Skills! For an invite, send an…
New: Visibility groups for Leads in all plans 👁️ 👁️ (gradual roll-out until end of March)
Why? To provide more data security for leads, users can now define who can see each lead by using visibility groups. For whom? All users in all plans who have Leads Inbox. How does it work? What can I do? Default visibility settings for Leads will be: * Essential + Advanced: Entire Company * Professional + Enterprise:…
🧠 Measure Your Pipeline Progress - Sales Pipeline Course: Chapter 11 | 📽️ 2 mins
https://www.youtube.com/embed/s7ejq3Ouphw?ref=community_postEven if you follow the guidance from every previous video in this series, if you don't measure your pipeline it's unlikely to ever reach its full potential. Watch this example of how measuring your pipeline will enable you to spot challenges and tackle them…

Leads

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