Leads

New to PD - need help with Contacts back to Leads
I have a bunch of contacts in PD but many are very cold and could do with re-qualifying, or starting again. Some are probably dead. What is the best practice to move the Contacts back into Leads? Or is there a better option? If I manually add them as a lead I get a duplicate record! Thanks, A
Lead vs Contact
I have been a small business owner for a while. I do not understand the difference between "lead" and "contact" as it pertains to Pipedrive CRM. I have looked for help articles and cannot find information. Most importantly, how does the differentiation: * Affect the way I use Pipedrive? * The way I enter or upload my…
Leads Feature, Add Files
It would be great to add files in the Leads Feature. We tend to find leads from data mining and link the PDF files to the project for proper tracking. Currently we can only do this in the Deals feature, which is forcing us to have "leads" in both areas.
Custom fields for leads
I wonder if I will be able to add custom fields to the leads module from the same custom fields in the contacts or will they be separate? I don’t think there are custom fiends right now at all..
Filter URL in Leads inbox
Right now there is possibility to add e.g. people filters to bookmarks or send a link to a colleague to check a filter (company.pipedrive.com/persons/list/filter/123). Please add this to Leads inbox as well :) // Harri
Lead to Won Deal Report
Hello! I feel like Pipedrive can do this, but I am struggling to find where... Our Marketing team has a number of web forms and other processes in place to get Leads into the Leads inbox. Viable leads are eventually converted to Deals. Then a (sometimes long) period of time can pass. The Deal is eventually (hopefully) WON.…
Country specific leads - how to organise?
Hi all, First time here so pleasure meeting you all! I was interesting in learning /discovering how to organise (if possible) our leads by country? At present, we have several clients spanning EU/UK and potentially the Middle East so wanted to find out if it was possible to organise our leads inbox and our deals section by…
Workflow Ideas: LinkedIn to Pipedrive Leads & Deals
Hello! Our marketing department is interested in tracking the full life cycle of our LinkedIn ad campaigns, from ad to sold service. I am looking to hear from the Community about how you built this utilizing Pipedrive's tools and reporting. Details on what Marketing wants to track and our draft process (which we don't…
Web Form Attachment
Is it possible to add an attachment feature to web forms so that customers can attach a diagram/specs?
Create Deal (Lead) from email
Hi, I'm trying to do automation via make (integromat). Expectation: 1. an email arrives at a certain address - via Make it is looked up via IMAP 2. it looks to see if there is a Person and Organisation in the PD 3. if it is, assigns, if not create. 4. creates a lead or deal and puts the mail in it. Reality: Up to point 3…
Deal Source
I find it quite an oversight that Pipedrive has no default category for lead source. We have manually added this field to deals, but as a manual field it means we are unable to build a report on it for our dashboarding. Massive oversight for a company that is focussing around new facilities like web visitors and randomly…
Having Trouble With Lead Automation
Hi Everyone, I'm trying to set up an automation for my team. In its current state, after a lead is pushed into Pipedrive, we have an activity automatically created for the assignee to contact the lead. What I'm trying to do is set up another activity to contact the lead again after 1 day if the lead is still a lead and not…
ChatBot - PRODUCT FEEDBACK
Have you noticed that the Chatbot does not let customers to start the chat from the beginning or again once started? If you choose wrongly and want to go "back" or restart this not possible. BR, Noora
Working with partners / Partner Portal
Hello everyone, We plan to expand our sales with external partners, helping us to distribute our products. The last weeks I work to write best practices around partner management in Pipedrive. I also worked out that the partners need a lot of additional stuff, so I came around to launching our own partner portal (connected…
Convert Leads to Deal - Edit Person and Organization Info?
Our salespeople want the ability to edit the Person and Organization info when they are converting Leads to Deals. Right now it is all greyed out. Is this a configuration change or a feature request?
Bulk Conversions
hey guys, thought i would reach out to the PD community to see if you could assist me with a scenario i need some assistance with. I have a bulk list of contacts and would like to bulk move them to leads. At this stage it looks like i can only do this individually, is there a bulk ability to do this quickly?
Workflow is not creating the activity in the lead
I have created a workflow which should when a lead is created add a new activity to it. Although i checked everything, it still does not create the activity. Why?
Linking multiple leads / deals to single activity
It would be great if we can link multiple leads and deals to a single activity, instead of having to create multiple activities for one person.
Feature: Lead Disqualification
Option when disqualifying a lead it removes it from the leads list and cancels all scheduled activity.
Email Open / Link Click = Create Activity
Sooooo been looking around for a while and this seems like a very simple problem but cannot find a solution. All I want to do is assign a contact an activity (i.e. call them) after a link click or email open... Is this really not possible in Pipedrive??
Need Help -> Tracking Event Participation
I'm looking for a simple solution (ideally, built-in to Pipedrive) to keep track of who is participating in what events our company hosts and/or attends. Any recommendations? Here's one idea/concept we're exploring: * Create a separate "Events Tracking" pipeline for tracking all events, with appropriate stage names that…
Lead Differentiation
Can a lead have different fields shown depending on the type of label I give it? This can be very handy if you use different types of leads! According to the Help Center this is not possible right now. Anyone who knows a way to work around this?
Lead Scoring
Hi all, Is Pipedrive actively working on a native lead-scoring system within Pipedrive? I feel like this is an extremely important feature that other CRMs have had for a while now. Pipedrive is a sales-driven CRM and not having a native lead-scoring feature really lets it down. We really don't want to use a third-party…
Group Email > 100
If you can PLEASE add the feature to allow NEXT 100 when sending group emails. It would be super helpful as it is very tedious to individually click each customer after you send the first 100 emails when we are sending out a promotion. We have over 1000 customers in our database and it makes it very time consuming.…
Convert Deals to Leads on the mobile app
As we work on deals, we regularly use the "Convert to a lead" feature. We love it because we can keep people on our radar and schedule follow-ups without having to mark prematurely them as "LOST." It would be AWESOME if this feature was available on the mobile app. Our primary salesman uses his app most of the time, which…
Import lead labels
Currently it's not possible to import labels when importing leads. We have some automations running based on labels, it would be useful that we can import them directly.
How to show Leads in Organization view?
Is there any way to show Leads in the Organization view? Currently, only 'Deals' show when I click on an Organization, is there any way to show Leads as well?
WHATSAPP TO PIPE
Quando vamos ter uma extensão nativa de Whatsapp para o Pipe? Aquele Pipechat além de ser pago é horrível. O mercado brasileiro necessita disso. Ajudem a promover a ideia PIPERS!
Files in Leads
Is there a way to drag and drop files/attachments into Leads, the same way you can in Deals?
Is there a way to link leads to a deal (or vice versa)?
The only way I can see to link leads to deals is by converting the lead into a deal. Sometimes we have multiple leads connected to a single deal (for example, leads from different individuals at the same company, or leads that came in a year apart/for different reasons or products). Other scenarios might be: a lead goes…

Leads

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