Leads

Dealing with duplicate deals due to multiple demo / form-fill deals.
Hi all! We've been using PD for over 7 years now and the problem of duplicate deals has been ever growing. I wanted to understand how you are dealing with your demo / query deals. A bit of backstory on how we create deals at our organization. We work with broadly 2 types of deals. Different sales teams get in touch with…
I would love if we can organize / reorder our Lead Labels (just like we can with our Contact Labels)
Merged: Leads and mention
This discussion has been merged.
What is the use case for multiple leads on the same contact?
Multiple deals for contact make sense, but what is the use case for multiple leads that can be created for the same contacts? I feel that this can make duplicate entities in my lead list if I try to add leads from webform and other ways using APIs or other tools. Has anybody faced this kind of an issue?
파이프드라이브 기능 업데이트: 페이스북 / 왓츠앱 메신저 Integration
안녕하세요. 국내 파이프드라이브 공식 파트너사 해시스냅입니다. 파이프드라이브와 Facebook / Whatsapp을 연동하여 새로운 리드를 확보할 수 있는 Messenger 연동 기능이 출시되었습니다. 이제, 페이스북 비즈니스 계정을 통해 들어오는 고객 문의를 파이프드라이브에서 응대하고 새로운 리드를 파이프드라이브에 바로 추가하실 수 있습니다. * 페이스북 Messenger 연동 방법 * 리드 수신함 > 통합 '메시지 보내기' 클릭 * 페이스북 메신저와 파이프드라이브 앱 연동 진행 * 옵션 설명* Private : 페이스북 연동을 설치한 사용자만 메신저 응답이 가능하고,…
Exporting All Leads (Archived and Not)
Currently there is not a way to export all leads the way you can with deals. To accomplish this, I would like to suggest two possible solutions. * In the Insights tab, the data based on deals has an export button but there is no such option for the lead-based data. With the archived and non-archived data already mixed in…
Leads and contacts
Why are the leads sections not automatically populated from my contact list? I just want to convert some of my contacts to leads, is there an easy way, and not one time bulk, to do this"?
Lead Source from diferentes channels
Hi, I´m planning to Start the essential versión to Start and then posibilities to implementado in some clients. One of the most important for me is when i have leads comming from, YouTube ads, google ads, FB and IG ads, a part of the web forms, every single leads comes with the lead source already. So, when i go to the end…
Assigning multiple contacts to a lead
Hi there, I have many cases of working with multiple contacts within the same organisation on a single lead. At the moment I can't see a way to assign them all to one lead - when I import the people, despite the Lead Title being the same for all 4, it creates 4 separate leads in the system. What would be the best way to…
Add Leads Panel to Client and Companies.
The Leads Section is looking very good, but before I would be able to use it I would love to see a Lead's panel in the Client and Companies info. Currently If a client has 2 projects in Deals and 2 in Leads, there is no way of knowing that that client has leads by looking at the customer's info or their companies info.
Merging leads & archiving leads
Loving that the Leads Inbox got a revamp recently. I'm wondering if there're any plans for the ability to Merge Leads & to have Lost Reasons (or Archive reasons) for leads? I'm pretty sure I don't have to explain why I'm asking - it's pretty annoying that we cannot merge leads, but have to convert the leads to merge the…
Pipeline to Pipeline conversion
With the limited functionality of leads (compared to deals), we are setting up a Marketing/SDR Pipeline in deals. Now we want to track the conversion rate from that pipeline to the actual sales pipeline in insights - anyone found a workaround?
Are you Interested in B2B Leads for your business?
Are you Interested in B2B Leads for your business?
Importing Leads from contact form on the website
Hi! How can I convert contacts from our website's contact form into leads in Pipedrive? Is anyone doing it? I will be grateful for advice :) Thank you!
Planned: more features in Leads Inbox 📥
As we continue to fine-tune and expand Leads Inbox's capacities (see this post), there are still things up our sleeve that we want to bring you over the course of the following months, such as... * Custom fields * Selectable columns * Bulk actions * Exporting Leads * Email integration * Calling integration * Leads in the…
Leads to deal insights… is this ever happening?
Being able to see leads insights, like lead to deal conversion, time duration of leads as leads, leads to won conversion, lead source to deal conversion. this things are crucial . this works if I don’t use leads and create a stage on pipeline called leads… but if you intro and want me to use leads feature you need to give…
Leads conversion reports
Hello Pipedrivers! With the customers starting to use the new Lead Suite, questions about reports come up. I understood there's a workaround based on a new deals report + customized field for lead source, however it's available only on Professional plan. Are there any lead reports planned in the roadmap? i.e Conversion to…
Insights update: Increase your leads revenue with Leads Performance and Conversion reports
Would you like a better understanding of your team's lead creation and conversion processes? With our new Leads Performance and Conversion reports, you can gain the insights you need to increase revenue and improve your sales process. The Performance report shows how many leads you have created, archived, and converted…
Now the leads inbox has been improved, do you:
Now the leads inbox has been improved, do you:
파이프드라이브 기능 업데이트: 리드 보고서
안녕하세요. 국내 파이프드라이브 공식 파트너사 해시스냅입니다. 많은 고객님들께서 요청하셨던 파이프드라이브의 리드 보고서 기능이 출시되었습니다. 리드 보고서를 통해 생성 / 보관 / 거래로 전환된 리드 수를 인사이트 대시보드에서 측정하실 수 있으며, 리드 -> 거래 로의 전환율을 측정할 수 있는 전환율 보고서를 작성하실 수 있습니다. 리드 보고서 생성 방법 * 인사이트 -> 보고서 > 리드 클릭 후 생성할 보고서 유형 선택 참고: * 프로페셔널 플랜 사용 시, 리드 성과 / 전환 보고서 생성 시 커스텀 데이터 필드를 통한 세그멘테이션 보고서를 생성하실 수 있습니다. * 커스텀…
What is the 'Leads Reports' feature?
At the price comparison page, I see a new feature named 'Leads Reports'. This sounds interesting. Can anyone explain what this feature is about?
Merged: Custom Fields - Based on Stage, Pipeline and whether Lead, Deal
This discussion has been merged.
Lead Information in Sidebars
When can you reach a lead from the sidebar of organizations and people? It's quite misleading without it, as Deals are shown there but not Leads.
Lead Information in Sidebars
Is this going to be added? As it would be useful to see the leads a person has as well as any deals
Planned: Leads in Activities List and Contextual Views 🗒
Why? Save time and access Leads linked to your activities without having to navigate away from the Activities tab. What will I be able to do with it? Add or view Leads directly from your Activities List View, or your activity Contextual View. Just like you can do for Deals. 🔔 Follow What's Planned? to know what we're…
Account Based Marketing & Sales
Looking for a partner who has successfully implemented ABM in Pipedrive. Reviewing the Tech Stack required to execute on activities and manage objectives for: * Sales Activities including Account Management, Call Plan Management, Opportunity Management, list creation and a few others. * Sale objectives for Management…
Assignment of Leads to owner- can it be done automatically?
I am looking to integrate my lead generation directly into Pipedrive which is achievable. Is it possible to then distribute those leads to members of the sales team as they come in and if so how?
Leads Inbox - Group Emails
Is anyone else hoping this function becomes a reality soon? We want to be able to contact new leads at various stages throughout the sales lifecyle, but there's currently no option to send group emails from the Leads section. I've asked Pipedrive several times about this for months, but so far nothing has happened... In…

Leads

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