Leads

[Research] Scoring functionality in Pipedrive [Volunteers FOUND]
Hey, dear community, EDIT: We have all the interview slots booked. Thanks everyone who responded to our call! We’re currently researching how we can introduce scoring functionality inside Pipedrive. We’re looking for 4-5 users who we’d like to speak to and understand your needs, use cases and the current pains you’re…
Live Chat Playbook reporting - definitions
Hello Community, Can anyone please explain the definitions of 'viewed' and 'clicked'. I've just launched Live Chat on our website but wanted to confirm what these results meant. Thanks!
Convert Lead into Deal in bulk
Hello Pipedrivers, I am looking for a solution to convert more than 100 leads into deals. Is there a way to do it all together ? Thank you. Best Regards, Geoffrey
Would it be useful to have lead nurturing email sequences using templated emails and merge fields? (
Would it be useful to have lead nurturing email sequences using templated emails and merge fields? (e.g. drip campaings where prospects/leads get a series of emails until they respond or manual activity like a call is recorded on the deal/contact)
Here’s how to create accurate buyer personas for your customer journey
Customers are more than just account numbers – they have their own goals, concerns, motivations and roadblocks. If you don’t already have buyer personas in place, now’s the time to establish them. Suppose you sell accounting software to small businesses. You’ll want to record relevant demographic and firmographic…
Leads Inbox - Separating fields for Leads and Deals
We're currently evaluating Leads Inbox to determine if we want to incorporate it into our processes for handling MQLs. I've run into a few issues right off the bat - one being that all of our fields for Deals show up in the Lead. The data fields we've implemented for Deals are unique to our Deals and don't apply at all to…
Improvements in Web Forms - Volunteers for testing WANTED!!!
Dear community members, Are you Web Forms users? Would you like to help us with new improvements in Web Forms and give us your feedback? We’ve been working on some improvements in our Web Forms. We are looking for users who would share their feedback with us. We need approx 45-60 minutes of your time. In return, we will…
Who of your Pipedrive contacts is visiting your website and which pages?
Dear all, is it possible to check who of your Pipedrive contacts is visiting our website and which pages? Thanks. #Askingforadvice
Bulk conversion of leads to deal / pipeline / group email
Hi just wanted to check I am not missing "something", but bought a bunch of leads via "prospector" - now I want to effectively put them into 1 deal and send them a #targeted EDM as a group....Is that possible? Paying for too many platforms - Pipedrive, monday.com, active campaign, plannable, qwillr....too much wanna be…
list of all archived leads
Is there a way to find a list of all the archived leads?
파이프드라이브 기능 업데이트 : 모바일 앱 리드 수신함
안녕하세요. 국내 파이프드라이브 공식 파트너사 해시스냅입니다. 많은 분들께서 요청하셨던 모바일 앱 리드 수신함 기능이 출시되었습니다. 이제, 모바일 앱에서도 거래뿐만 아니라 리드를 확인하여, 리드를 거래로 전환하거나 리드를 필터링하여 어디서든 리드 목록을 확인하실 수 있습니다. 1. 모바일 앱 리드 수신함 위치 * 모바일 앱 접속 후 우측 하단 '...' 클릭 > '리드 수신함' 클릭 2. 모바일 리드 수신함 필터 * 우측 상단 클릭 후 필터 설정하여 리드 목록 조회가 가능합니다. * 어플리케이션 메인 화면 검색 창을 이용해서 리드 검색이 가능합니다. * 모바일 앱에서…
Add Multiple phone number in leads view
Hi 👋, I hope this feature will be available soon because it's a need. Is it possible to have all the phone numbers and emails adresses on the lead view of my contact person linked ? Because actually we only have the first one as below : Thanks
Do you use the contact sync module in Pipedrive 📇? Você usa o módulo de sincronização de contatos n
Do you use the contact sync module in Pipedrive 📇? Você usa o módulo de sincronização de contatos na Pipedrive? Utilisez-vous le module de synchronisation des contacts dans Pipedrive ?
Planned: Leads on Mobile
Why? To make this popular desktop feature available from the Pipedrive mobile app. What will I be able to do with it? Add, manage and search your leads stored in your Lead Inbox, directly on the mobile app. 🔔 Follow What's Planned? to know what we're working on currently and what’s to come. Please note: Pipedrive reserves…
Comment chercher les changements de propriétaires de leads ? j'ai un souci mes commerciaux change le
Comment chercher les changements de propriétaires de leads ? j'ai un souci mes commerciaux change les propriétaires de leads , je ne peux les en empêcher mais je souhaiterais visualiser ces changements . Comment faire ? Pour savoir qu'elle entreprise a changé de propriétaire ?
Connected Leads on Organisation Page
Is there a reason why leads are not shown on their respective Organisation's page? It makes sense to me that you should be able to see if there are any connected leads for an Organisation in the same way you can see a connected deal, but perhaps I'm missing something here.
New: 🤖 3 performance-boosting Chatbot features
We’ve upgraded Chatbot with three exciting new features, granting you access to more data to help optimize your websites and playbooks. What: Make the most of Chatbot’s new features to: * View playbook funnel and flow reports – Access in-depth statistics to see customer journeys and pinpoint where visitors are dropping off…
Leads view
Is it possible for us to edit the page view of the Leads tab? We would like to be able to see the Person and Organisation details, preferably also the Notes if possible This is so that the salesperson assigned to the lead can see more details on each lead instead of having to click into each one. Thank you
Any Pipe Driving Wholesalers In Here?
Hello everyone, Scott here from Detroit. Just started using Pipedrive and I love it! So I am the owner of a real estate wholesaling company and I am uncertain if there are any other people in here that do or know what I am talking about. I just wanted to ask if anyone does have a team with a dispo manager that is building…
Lead Source report. Lead source and deals reporting
Hi all, is there a lead source report? I would like to report on lead source for our lead/pipe generations Thanks, Galia
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.
[Closed] Volunteers needed - feedback for improvements in Chatbot
EDIT: We have concluded this research session. If you have any comments, please post in the comment section :) We will be shortly developing some improvements in our Chatbot feature and I have a huge favour to ask. Are you a Chatbot user? Would you like to help us with the testing of new improvements and give us your…
Issuing Leads to Outside Networks
Our team is currently issuing leads manually, via email, to our Dealer Network that exists outside of Pipedrive. These leads are issued based on geographic area. Any insight on the best way to automate this? All help is appreciated. Thank you
Do you like the idea of having a shared email inbox in the lead section. This could work similar lik
Do you like the idea of having a shared email inbox in the lead section. This could work similar like the new chat. It would list all mails received on for example sales@company.com. From this you could create a lead or deal or assign them to a employee.
How do I bulk Assign Leads or Contacts to my Sales Reps?
2 Questions 1) First off, I want to make sure I uploaded my CSV correctly. When I uploaded about 19,000 contacts / organizations from a Zoom Info CSV, I uploaded them as Contacts. Should they have been uploaded as leads? 2) How do I bulk assign contacts / leads to certain sales reps? Their territories are assigned by city…
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…
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…
Leads has limited detail columns to match with the spreadsheet columns.
When importing Leads, for example via a spreadsheet, Pipedrive has limited detail columns to match with the spreadsheet columns. When importing companies, I can match street, zip code, city. When importing leads, street, zip code, city are no option to match. I also can't make a custom field to match instead!! Please allow…
Goava Discover on Sales Intelligence - työkalu älykkääseen myyntityöhön
Moi kaikille! Meidän markkinapaikka on rikastunut uudella prospektointi työkalulla. Goava hyödyntää tekoälyä tiedonkeruussa ja peilaa sitä CRM:stä löytyvään dataan. Goava on Vainua vastaava edullisempi työkalu. Luonnollisesti Pipedrive integraatio löytyy. Terveisin, Markus Paakkonen (Linkedin) Ohjelmistoja.fi / Account…
Archiving versus deleting leads
Hi Pipedrivers - quick question. Under what use cases do you archive leads versus deleting them? When you contact a lead and they don't convert how are you handling them - and then ultimately how are you moving them into some kind of nurture sequence?

Leads

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