Leads

Best practices for setting up customer profiles?
Hi, does anyone have a thoughts on how to best set up a client profiling template that can be used by sales reps to document their customers' characteristics and preferences? What I am currently thinking about is how to set up a questionnaire-type screen that helps them cover the 5-10 most important issues when talking to…
Setting pipedrive as a sub contractor
I am inquiring as to the best way to setup the CRM. We are typically a subcontractor (Demolition) to Primes. Most of our invites to bid come through other platforms. When we receive the invite to bid and do an estimate for a project, would that specific project be entered as a lead or would we enter it as a deal with…
WebForm Request to configure client confirmation email
Hello, We think lead webform have a missing feature: ability to add and configure and automated client confirmation email. is this something in your roadmap? Kind regards, Gilles.
Edit leads via Import Tool
Hello, I'd like to suggest making leads more versatile by making them searchable, exportable, and importable via the Lead ID. Lead IDs are currently only available via the API and you can only get a list of every single lead you have, as opposed to filtering your view in the leads inbox and then exporting to excel. I'd…
Has anyone got a report in pipedrive for Lead Velocity Rate?
Hi everyone! I am new pipedrive and still wrapping my head around the insights reports. In all honesty I find the parameters quite limiting and I am struggling to build what I need without using a spreadsheet. In particular I am interested in a report that looks at Lead Velocity Rate, specifically this equation: Lead…
Lead Multi-Label Add Request
It would be great if Leads can have multiple labels. I find many of my customers are crossover on different products, and it would be great to be able to have multiple labels. This could also work on deals, but I feel that the Lead addition is where to start. Thanks!
Filtering by column in Tabular view
Currently, the Pipedrive tabular view UI only allows sorting alphabetically. I would absolutely love if I could bring up my deals page in the tabular view and filter the results. The only way to filter currently is to create a custom one each time - which is time consuming. If Pipedrive would change this UI to an excel…
Leads for Mobile App
Howdy Everyone. I would like to suggest adding the leads function to the mobile app version of Pipedrive. To me the, leads function is quite handy but it would be super helpful if I was able to capture new leads in the field, where most of my leads are generated. I am sure this added feature will benefit many small…
Using Pipedrive for best quality leads
We have used Pipedrive for some time - data capture great, reporting fine, nurturing campaign capabilities too. Query I have is around abandoned / allusive leads. i.e. people who enquire and we don't get the opportunity to speak with and elevate the enquiry quality. (note. all our enquiries are incoming) Enquirers complete…
Track Leads activity in Insights
Is there a way to track the activity you do on Leads in Insights? For example, how many leads were qualified and converted to deals and how many were unqualified and archived? Without that data, it's hard to get a clear picture of the sales cycle.
Lead bulk update
The bulk update functionality in leads would also be useful to be able to bulk update an activity - so select 10 leads to then apply an activity for a certain date. At the moment very painful importing leads and then having to manually apply an activity to each lead.
"Lead converted to deal on" - filter not available for a specific time period
Trying to find a way to see the conversion rate of leads that were converted into a deal in a specific time period, e.g. "conversion rate in % last month." It seems to only be possible to find either how many of the converted leads were converted, or, a conversion rate in % but based on when the lead was created. A lead…
New: 💬 Facebook Messenger and WhatsApp integrations
Manage all your conversations from Facebook Messenger and Business WhatsApp in Pipedrive, keep them organized and connected to your contacts, leads and deals! What: With our new Messaging inbox integrations you’ll be able to: * contact prospective leads or clients, and track your conversations without leaving Pipedrive; *…
Lead source tagging within the Webform
* If the visitor source is automatically tagged to every webform submission and stored as a field within the deal. That will be a really cool feature. It should be an easy feature since you are already tracking visitors now. * Which brings me to the second feature request - Within the website visitors tag if I can filter…
Lead Goals
It would be great to see Lead Goals brought into Insights. In some use cases there has been a need to identify how many leads per month in order to win X amount per month
Excluding deleted Leads from reports
Hey Folks! I created ~50 test Leads while onboarding an SDR team. The team processed the tests and then I deleted the tests. However, the converted Leads still show up in Lead Performance reports and I can't seem to exclude them. I imagined that I could: delete the converted Leads (but this doesn't seem possible) exclude…
API for Lead Conversion?
Are there any plans to create an API we can use to fetch conversion rate? I'm trying to integrate pipedrive into my in-house software, but we have no way to get conversion rate on leads for reporting. Has anyone found any solution to extract conversion rate on leads? It would also be nice to get conversion rate on deals.
Updating Leads by import
Is that possible? Leads don't seem to have an ID - how can I upload file with Leads info and update the already existing leads?
Label to webform/chatbot leads
It would be great to be able to set specific lead label to leads from different webforms or chatbots in the "submit options" panel.
When losing a deal, is it better to mark as lost or move back to leads?
Hi guys, What is the best practice to handle this? You lose a deal. Maybe you want to follow up in 9 months. Is it better to markt the deal as lost or move it back to leads? Happy to learn about your best practices. Thanks!
Integration Analytics and Pipedrive
Hi all, I'm struggling for a while to import data from Google Analytics into existing Pipedrive deals. Tried tools such as #zapier and #fastbase, also added some #utm-tags to my Google Ads campaigns. Without results. I'd like to import the 'source / medium' and 'campaign' from conversions into Pipedrive, at the moment we…
Lead Velocity
Hey Folks, It would be very handy to know how long it takes for a lead to be handled. In my case, the time from lead creation to first response is what's key.
Multi Column List Ordering
We should be able to organize our lead lists using multiple column criteria - for example, say I want to order them according to country, and area code, and contract value. I should be able to choose all of these in reorganizing the list. Currently I can only reorganize using a single column.
Area Filter
how can i filter leads by postcode/city, so that we can drill into an area to find customers specific in that part of the country
Best practices to use Leads labels
Hi Community, We recently started using leads as part of the sales process. Naturally a lead is converted only it passed our qualification criteria. Our leads are mostly outbound. I'd appreciate to hear some of your best practices and tips on how you use labels. Are you using it to flag the outbound sequence stage (i.e.…
Bulk Edit Custom Fields for Leads
Will we ever be able to bulk edit custom fields within our Leads dashboard?
Feature request: ability to group Leads
Hello Pipedrive team! I am new to Pipedrive and currently setting everything up (importing data, setting up email templates, etc.). I understand that the "Leads" section is brand new is still in beta, and I'm really looking forward to that feature growing. One suggestion I have for "Leads" is to have the ability to create…
What are the three phases of a lead generation funnel?
Lead funnels are used by both sales and marketing teams to attribute customer intent. These teams work closely together but often execute lead-building in different ways. A lead generation funnel focuses specifically on the marketing portion of the overall lead funnel and customer journey. This funnel typically comprises:…
Pipedrive and beyond
Hi everyone! We are Pipedrive elite partner SaaShop Inc. / Oy based on USA and Finland. If you need any help or want ideas on how to achieve your goals/needs feel free to ask. In our marketplace is multiple SaaS that already has integration for Pipedrive. So if you need solutions for leads, prospecting, calling, marketing…
Hey everyone, we are facing challenges while converting bulk leads into deals.
Leads into Deals Filters and custom reporting

Leads

Discussion List