Leads

🎥👀Pipedrive Academy Highlight: New Web Visitors Add-On demo is live!
https://pipedrive.hubs.vidyard.com/watch/bEVTJYKShYzTBrdubgqChE?In this video you'll learn how to use the Web Visitors add-on to create custom segments of engaged web visitors so you can cater your outreach and make a lasting impression. 🧠 To see more how-to videos like this and even get video demos of upcoming feature…
New: Link Emails to Leads 🔗 📩
What is it? * Email linking to Leads in Email Inbox * Smart BCC for Leads * Auto-linking email for Leads For whom? All plans. What can I do? * View your previous emails exchanged with a Lead * Link your existing emails to your existing Leads * Automatically link email messages to Leads (also works with Smart Email BCC)…
🧠 Empty the Pipeline to Keep It Flowing - Sales Pipeline Course: Chapter 8 | 📽️ 2 mins
https://www.youtube.com/embed/1MkUDwu9j3AA clean pipeline is a healthy pipeline. If your pipeline is full of cold leads and non-responsive contacts, it might be time to flush it out. Identify leads that aren't going to close and leads that aren't ready but are worth following up with at a later date. Download our Sales…
Suggestion on "Leads": Limit the "everyone" view to just the people in your office, or have it only
Suggestion on "Leads": Limit the "everyone" view to just the people in your office, or have it only available to managers. Right now I can see everyone's leads company wide which could lead to problems down the road.
🧠 Get the Deals Flowing Faster - Sales Pipeline Course: Chapter 7 | 📽️ 2 mins
https://www.youtube.com/embed/GrTjIitPw-YLearn about the fourth and final lever that is vital to having a high-performing sales pipeline: increasing the speed you close deals and getting your pipeline flowing faster. Recap all four levers: * How to add more deals * How to go after larger deals * Plug the leaks in your…
Now live: Email Sender Name Editing in Sales Inbox 📮
⚠️ Update: this is already live, learn all about it here. ⚠️ ______________________________ Currently when sending emails from Pipedrive, users cannot edit the name that appears in the "From” field. We hear you and know this has been causing you frustration, so we're working to change it! Instead of sending an email as:…
Would you find it helpful to be able to share custom fields between the leads and deals? Eg. Show de
Would you find it helpful to be able to share custom fields between the leads and deals? Eg. Show deal custom fields in leads if available.
Lead data has disappeared
I'm having trouble with using Pipedrive. My Lead data has disappeared and also I'm not able to add any lead/deal. https://share.getcloudapp.com/ApuRzdb6
New: Automate your Leads with Workflow Automation 🤖
Example of possible Lead automation workflow What? Set up automated processes for your Leads, like engagement and qualification, as well as making sure you convert your Leads to Deals or archive them, free of manual admin work. For whom? Advanced plan and higher How does it work? You can now use Lead-related triggers and…
How to deal with Sales Force Leads and stages in Pipe Drive
Hi, I want to move my SalesForce data to pipedrive and am now uncertain what to do with the leads. * Do I put them in Pipedrive leads and give them a customized label named as the former lead stage in SalesForce. Might be stupid, if I cant add labels automatically with the import? * Should I build an extra Pipeline for the…
Are you seeing value in working with Leads?
I know this feature is still in BETA and I still think this is the professional way to work with leads. But I am missing some key features in using this such as the ability to set goals on leads, have multiple notes on Leads, etc. Would love to get some of your insights on managing and working with leads, specifically for…
Trying to bulk import Leads
Hi there, I am trying to bulk import 500 leads from a spreadsheet however each time I try this, the data is posted to 'Contacts' rather than 'Leads'. Is there a way to move this data to 'Leads' or import it again so it shows in the correct area. For information, I have used the import function on both the setting menu and…
Dashboard for Marketing team
Hi, We would like to use Pipedrive dashboard to follow our marketing KPI, for instance : number of MQL per source, number of MQL per day, conversion rate of MQL to SQL (it's based on pipedrive contact status)... It seems that we can't do anything with Pipedrive dashboards... :( any idea how we could do it ? any tools ?…
Leads Inbox gets Custom Fields in all plans 🛠️ ✅
The most asked-for addition to Leads is here: Custom Fields! It's live for all Pipedrive plans starting today (September 21st, 2020). 🤔 How does it work? * Create custom fields for Leads in Settings > Company > Data Fields > Lead/Deal * Add, change or delete the values in the fields * Editable types of custom fields (for…
Planned: emailing in Leads 📨
Prototype subject to changes. We are proud to announce that we are building the possibility to send and receive emails without leaving your lead view, and also to link emails to leads. This way never you'll never lose the context of your work and all the emails are transferred once the lead is converted to deal and vice…
🧠 Plug the Leaks in Your Pipeline - Sales Pipeline Course: Chapter 6 | 📽️ 2 mins
https://www.youtube.com/embed/LtQ2I8O3eSwLearn why plugging the leaks in your sales pipeline is an important step if you want to increase your closing rate in this video. The 4 key steps: * Work with the right people. * Go before you’re invited. * Drop the wrong prospect as soon as possible. * Get to know your potential…
Multiple pipelines and auto converting
Hey everyone, I`m trying to resolve one headache :) Have multiple pipelines for my deals, they are based on different cities. Tried setting up workflow automation to trigger auto converting from lead to deal and made it, but there is no chance I can define what pipeline deal should belong to. How can I resolve this? Thanks!
Planned: visibility groups for Leads in all plans 👁️
Visibility groups in Essential and Advanced Visibility groups in Professional and Enterprise In our continuous effort to keep Pipedrive as instinctive as possible, we are working on one of the most requested features: giving Leads visibility settings, just like Deals have. Currently Leads are visible to all users in your…
A Sales Engine that Drives Customer Relationships, Part 1 Customer Facing Components
https://academy.dotankdo.com/blog/a-sales-engine-that-drives-customer-relationships-part-1-customer-facing-components/ Thought I'd share my sales blog on growing the value you deliver to your customers by elevating and/or changing the relationship you have with them. Would love to hear what you think & your feedback. In…
Deal/Lead automation
Hi I'm new to pipedrive, but trying to figure out how to automatically move deals through my pipeline – not based on activities. For example, when my customers have filled out an online registration form on my website, I would like the deal to move to a new stage. The obvious way I thought to do this is: TRIGGER:…
Creating a Referral Rep/Company on forms
Hello Pipedrivers. Long time lurker, first time poster. In addition to direct sales, we are also receiving referrals from multiple partners who we need to track to compensate when sales are won. Right now we have separate webforms for each company with the data fields to identify the rep. But since they are data fields, we…
Labellcall (app which identify your customers)
Hey everyone Me and my friends created Labelcall app to identify a caller person that is connected with Pipedrive database. In simple words when someone calls you mobile app (Android only) shows you information stored in your Pipedrive I would like to ask you what information would be crucial for you as active users I will…
Best customer support integration for handling B2C and B2B web traffic between Shopify+ and Pipedriv
We are trying to devise a solution for our site which is currently carrying equal B2C/B2B traffic . Our site runs off of Shopify+ and we are looking for a better integration between customer support app / pipedrive / shopify so that we can automatically funnel specific customer requests / new business inquiries into the…
Creating a report of deals that lack certain information
Hey, I tried my best but failed so far. I'd like to create a report (a list view) of all the deals that lack certain information like Lead Source (custom single option select field). My need is to: - Be able to create a list of deals that are missing f.e. Lead Source information so I can give it to my Sales Reps so they…
🧠 How to Add More Deals - Sales Pipeline Course: Chapter 4 | 📽️ 2 mins
https://www.youtube.com/embed/doWLnPT9N3MThis video is about the first of 4 levers of pipeline flow: adding new conversations to keep your pipeline flowing. Timo also outlines the 3 steps to having a healthy sales pipeline and explains that you need to continue to find new sales opportunities in order to put new…
Data Field Placement Dilemma
I'd love a vote. I am going back and forth on where I should add "Lead Gen Source" with a list of multiple options. I originally had it with the person as a data field, but there are multiple people sometimes tied to a deal. I then changed it and made it a "lead" field and as leads are added to leads inbox it is a required…
Now live: Workflow automation for leads 🤖
⚠️ Update: good news, Leads in Workflow Automation are now live! 🚀 ----------------------------------------- One of our teams has started to work on one of the most requested updates for our new leads section in Pipedrive. Which is to connect our leads inbox to our workflow automation feature. So are you patiently waiting…

Leads

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