Leads

Lead Inbox
Hi guys! Is not possible yet to move an organization directly to lead inbox?
Is Prospector available to regular users?
Any thoughts of how users are finding this feature? I find the BETA version very helpful. Had a question for the Product team though! How can this feature be made available to regular users rather than just the admin to add leads?
It's live: Prospecting outbound leads 🔍🕵️
UPDATE - it's live 🚀 https://support.pipedrive.com/hc/en-us/articles/360011001417-Prospector --- Now more than ever, our customers are struggling to get new, quality leads. They might experience a serious decline in their inbound leads coming from their website and other sources, therefore, we need to help them find new,…
Lead Credits
Hi together, I am very new to Pipedrive. Could anybody tell me why in my prospector I can't see the amount of lead credits which are left. My other colleagues can see them. Thanks in advance. Best Marco
Completing Lead info
Hello everybody, I am new to Pipedrive, and have only ever used SalesForce + Tableau to manage sales teams in the past. What I have never attempted is to have my Leads self-complete their information in my CRM. So what I am wondering is the following: 1.) Can I use Pipeline to send out unique links to my Leads so that they…
Lead gen form that ties the lead to an organization?
I'm hoping to be able to create a form that automagically ties the lead to a particular organization so that organization can get credit for the lead. Is this possible? I'm thinking it could be done if you could pre-populate "organization" in hidden field on the lead gen form. Thanks!
Catch more leads with Live Chat!
https://play.vidyard.com/2KBV1ARQUFoZJoEuecMzhk.jpg?Get more leads on any plan with the LeadBooster add-on – now including Live Chat. Give your website visitors the fast service they expect before they drift elsewhere. Let your custom Chatbot engage leads day or night, and use Live Chat on desktop or mobile to add a human…
how many playbooks are permitted?
We have 4 languages on our website and a number of products so would like different playbooks on different pages. I assume there is no issue having language specific playbooks on the French, German, Spanish pages etc? Is there a limit?
Help us pick a name for a new Leads section in Pipedrive! ✅
We will release a new Leads “umbrella section” that will consist of different lead generation features and would love some input from you, our users. Will you help us out? It shouldn’t take more than 4 minutes of your time. If you can spare the time, please add your input in this survey. The answers are anonymous,…
Lead Management
Lead Management and Generation is an important section of my business. I'm very happy that PD had introduced "Lead Inbox". After some weeks of using it, these are the first suggestions: * Note Field. It could be very important to add an automatic date/time section to track WHEN I write a note or any update * Email. At the…
Imported leads spreadsheet not found anywhere
Imported spreadsheet. Can't find leads in system. No skip files. I don't understand what happened
How often we should follow up!
We are not sure how often we should flow up leads, even people fill out very long form on our side https://saminasleep.com/request-consultation This is pretty long form with lot of personal questions and we try to email - text or call the closing rate is to low!!
Lead Inbox
Hi guys! Is not possible yet to move an organization to lead inbox?
Lead entry process
I am a commercial agent. Many of my leads, the first initial contact is a phone call about one of my listings. Do you recommend entering the person as a Contact and create a Deal immediately, or add them as a Lead? I'm curious what people's work flows are around this.
Integrating notes together from Leads and Contacts?
I'm having an issue that is driving me nuts - I input a Lead and start making notes. If the Lead is also an existing Contact, even if I link the Lead to the Contact, I end up having notes in two different spots, which leads to double/triple Activity prompts filling up. If I just keep the Activities assigned to the Contact,…
Converting Deals to Leads
As shown in the video introducing us to the new Leads feature, I have a stage of my pipeline dedicated to leads. It's overcrowded, to say the least, and it'd be stellar if I could convert every one of those deals to a lead without having to manually do it. Any suggestions?
Merged: Importing Lead Lists from LinkedIn Sales Navigator directly to PD LEADS
This discussion has been merged.
How to capture leads from 3rd party sources?
I have leads that come in through commercial real estate sites like CREXi and LoopNet. Currently they go to my gmail account. Is there a way to have them come into PD instead? It would save time in keying in information. (I'm a single user -- Essential -- and don't have my own website. Rather, I'm affiliated with my…
Is it possible to sync organizations and contacts from the Leads inbox and the Deals section?
Hi, We very much like the Leads inbox but since we have deals going in and out from the same organizations and contacts, is there a way to open a Lead in the Leads inbox by finding an organization that already exists in the Deals section? And the same question for contacts? In other word, is there a way to not need to…
Webinar recording: capturing and qualifying leads
https://pipedrive.hubs.vidyard.com/watch/KDhRAkBefJkTf3ccr68N5U?In this webinar, you’ll learn about how to: * Add Leads from spreadsheets, your LeadBooster chatbot, or manually * Sort and filter your Leads * Converting Leads to Deals Presenters: @Emily Howard - Customer Success Manager at Pipedrive @Michal Smetana - Lead…
Leads Inbox Improvements: Filters live for all users!
We have released basic filters support to all customers using Leads Inbox. You can now: * use 5 pre-defined filters (Leads added more than 3 months ago, Lead with a linked contact, Leads with email, Lead with phone number, Leads with value) * add filters as favorites * filter by users and teams in "owners" More to come,…
El origen en "Clientes Potenciales"
En "Clientes Potenciales/LEADS", me gustaría poder editar el campo de Origen, para poder agregar más opciones de Origen. Se puede hacer eso?
Does anyone know how to change a current deal back into a lead?
Is there any way to revert deals to leads?
Hi Everyone. I really like the new Lead functionality. Is there any way to revert already established deals to leads. I have a number of deals which are fairly inactive and I would like to clean up my pipeline but I don't want to lose the potential deal. Reverting them to 'lead' would be a good approach. Any ideas are…
Leads: Integration with Activities
All, Playing with the leads inbox some more: * Scheduling the activity for the lead works well. It might be helpful to be able to set an exact time, in case someone asks to be contacted "Friday at 2pm". * When I schedule follow-up in the Lead Inbox, however, the "identifiers" of the leads are not available in the activity…
Would you like to test a tool for outbound leads generation and get some leads?
Hello everyone, This is Katerina, a product researcher at Pipedrive! My team has been currently working on new features for leads management and we look for a few companies from English speaking markets willing to test a third party's tool for outbound leads generation. We would give you a temporary access to the…
Is it possible to bypass "leads" section and hide it?
Hi everyone - I've just signed up and going through all the very helpful documentation here... excited to find out everything that Pipedrive can do! Our needs are quite simple - we have leads that come in and I just want to move them through a small funnel process * New lead * Automated campaign * Contacted * Converted *…
Salesperson handling the followups with leads received from LinkedIn left his job. What is the best
Frontline worker lead generation. Market place app
Is there anything in the pipedrive market place where front line field workers can add leads into pipedrive. We were contact by a company called wingmate which looks great and allow field workers to take pictures and enter leads directly to the sales guys, it also tracks incentive for the frontline workers. I would prefer…
How do you manage lead phone numbers of various type (like mobile, work, home)?
How do you manage lead phone numbers of various type like mobile, work, home using only one input field? It looks like a lead has only one work phone number. Where do you keep the information about other phone number? What happen with a lead having a mobile phone number during "deal conversion"? It looks like it will…

Leads

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