Leads

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?
How are you generating leads for your sales teams? are you using any sales enablement or marketing a
How are you generating leads for your sales teams? are you using any sales enablement or marketing automation platform?
Leads Inbox released to additional companies 📈
Last week we rolled out the Leads inbox to 10.000 new companies in Pipedrive while we continue to test, shape and roll out this feature. Learn more about the feature from the article and video here. Want to try it out, but it's not live on your account yet? Reach out to our support team so it can be switched on. This…
Automatic reminders/activities to reconnect after a given amount of time (Follow up Questions)
I'm starting a new post because I've replied to my previous one with follow-up questions but have got no response in almost 2 weeks. Can someone please respond to and answer my follow-up questions in post: https://community.pipedrive.com/post/5ec56ef110fb4c40757ad35a#response-5ed62a945733167650f52878 @Inês Batata was…
Which lead generation automation tools do you find the most helpful?
Using the most effective lead generation process, tools, and templates is crucial for maintaining a reliable flow of qualified leads. There are a number of fantastic automation tools available to help you do just this. In the guide, Lead Generation, Automating Your Lead Gen Strategies, we discuss a number of automation…
Who is using the new Lead feature in Pipedrive? How do you use it versus just having a Contact?
Who is using the new Lead feature in Pipedrive? How do you use it versus just having a Contact?

Leads

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