Leads

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?
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…
Can't import No First/Last name
Can you tell me why are first name and last name required? I just signed up and the first thing I want to do is to import my leads. I don't have first name and last name, I have a company name because I'm B2B. So it gives me an error... how can that happen? I don't have a clue who is on the other side of the phone! So is…
Using pipedrive for lead generation.
Is there a way Pipedrive helps in lead generation?
Automated Lead Generation Tool Integrated With Pipedrive
Hi guys, after some positive early feedback, I am about to jump to the prototype phase and build a Lead generation tool with integration to Pipedrive (of course with a special deal for early consumers) 😃😃 I'll be happy to inform you about the progress in case you are interested http://prospectrole.com <-- Sign ups here But…
Automated Lead Generation Tool Integrated With Pipedrive
Hi guys, after some positive early feedback, I am about to jump to the prototype phase and build a Lead generation tool with integration to Pipedrive (of course with a special deal for early consumers) 😃😃 I'll be happy to inform you about the progress in case you are interested http://prospectrole.com <-- Sign ups here But…
How go get leads from Landing pages to Pipedrive? I used Zapier but lead names, phone numbers & othe
How go get leads from Landing pages to Pipedrive? I used Zapier but lead names, phone numbers & other things didn't come across. Does anyone have a better solution?
Do you qualify your leads before adding them to your pipeline or do you add them all?
I have observed that businesses usually do one of these three things: * Have a sign up webform that integrates with Pipedrive and creates contacts on CRM when somebody signs up. * Use a data tracking software that syncs deals to Pipedrive. * Using a software to marketing qualify deals and getting deals added for MQLs. *…
How Clear all Leads ?
Hi guys! i Want a help with u, we had made a import of an excel with a lot of trash, now we have an 2k in leads and we need to clear, exist a form with clear at once? att, Douglas Flores
Leads becoming Deals
Hello everyone! Our company likes Leads feature very much. But, we have a dilemma, and I tought maybe you could help us, and also we tought it would be great topic for article for Pipedrive Academy. Our question is: When does the leads become deals?

Leads

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