Leads

Leads Inbox Improvements: Bulk actions and editing contacts is going live for all users!
We are rolling out this update gradually and it should be live for all users by the beginning of next week. You will be able to: * Make bulk changes in up to 500 leads at a time * Change contact details for the Person and/or Organization linked to your lead (only default fields for now, custom fields will be editable in…
Leads through to Deal tracking
Hi folks, When a lead comes through I label them with the nature of enquiry, however, when it becomes qualified and moves to a deal, these labels are lost which really isn't ideal because I can't track the nature of enquiry through to conversion. Is there a way of the lead labels carrying through to info on the deal? I…
Unsuscription of email campaigns
Hi, it´s possible to add a botton in the mail where people who receive our mails can unsuscribe of this ones and then trigger a "lead lost" for this lead? I think that this is an efficient way to not bother leads with mails and also just have those leads that want to be with us.
Access leads via mobile app!
🧐 Question about the caller function inside Leads.
Hello guys I really like the caller function however not been able to use it in leads is a very important setback in leads. Please do not take it bad, leads have improved a lot, but at the time the use of the caller inside the leads tab is not available and I think is a strong reason why in my team we don't use it. Can you…
[Closed] Chatbot Feedback discussion
EDIT: This research has now concluded, thank you all for your feedback! Hi there 👋👋👋, Veronika, Product Manager for Chatbot (LeadBooster add-on) here 🙂 We would love to hear more details about your experience with Chatbot. Are you open to short call with me to discuss your feedback? We are preparing and prioritizing…
New: Leads Inbox now allows editing the values of all supported custom fields 📣
What: Users are now able to add, change or delete the values of the most frequently used custom fields in a Lead detail. The custom field types that are now fully editable are: * Text * Single option * Multiple options * Date * Numerical * Monetary * Large text * Phone * Autocomplete * Person * Organization * Address *…
Conversion Lead to Deal
Hello, looking for some update to gain the possibility to measure the conversion Leads to Deals
Organizing Leads activity by most recent activity/edits.
RESOLVED!! --- Our sales team has a scheduled time for cold calling on Mondays mid-day. We typically record these calls and associated notes in a shared excel spreadsheet. This way we can review as a team in our Monday afternoon sales meeting. I would like to use Pipedrive's Leads module to do this instead, but there is no…
Looking at Leads development in insights
Hi, We are building some cool reports in insights to see our deals development. We look at activities, conversions and so on, Question: We just started to work with leads as well, and I have the challenge to build reports in insight to evaluate leads performance... Any tips and tricks? //Philip
INSIGHTS - REPORTING OF LEADS AND DEALS, and DASHBOARDS (PLEASE CLARIFY)
INSIGHTS REPORTING With the introduction of "leads" and "deals", we need to know how Pipedrive Insights dashboards and reports, and custom reports, will be consolidating all leads and deals in one? An Organisation and Sales Managers, need to make sure we have 1 combined view of all leads and deals, eg. number of…
Manual Lead - No Connecting Person and Organization?
I'm manually entering leads, and when I enter a person and organization, the person and organization aren't connected. Does anyone else wish there didn't have to be the redundant act of opening up the person and then assigning an organization (or vice versa). Or are there reasons that shouldn't be done? Thanks for your…
Did anyone at Pipedrive every figure out how to add United States zip codes when you an address is p
The Progress Reports should be able to report on Lead conversion.
If we utilize the the native Leads function, we cannot report on the progress. For example, there's no way to know how many Leads were converted to Deals, who the reps were, how long it took, etc.
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!
Feature: Lead Disqualification
Option when disqualifying a lead it removes it from the leads list and cancels all scheduled activity.
Bulk Activities on Leads
In the future will be possible to add the same activity (example: "recall net week") to some selected leads with one "bulk" action? Thanks!
Level up your Lead-gen by combining our Web Visitors and Prospector functionalities
We think we’ve introduced a game changer when it comes to converting your leads into deals. 🤩 You might be familiar with our Web Visitors add-on which reveals the names of companies who visit your website and what content they engage with. You also might be familiar with Prospector, which enables you to access a database…
Reporting on Leads (not Deals)
Hi folks, Interested to know if I can report on 'Leads' or is it only 'deals' I can report on? keen to pull through number of total number leads vs wins, not just conversion of deals. Thanks Kevin
Suggestions + Leads reporting feature
I would like to see the leads reporting (Insights) feature. Currently, I can use reporting only on Deals which is around 30% of my prospects. Therefore couldn't track my efforts for 70% of the pipeline.
Geocoding
Hello, reading the features of PipeDrive, I see that street addresses are somehow geocoded with Google Maps. This is great. Are the Lat/Long exportable? What I ultimately need to do is filter and prioritize Leads based on the distance between them. I figured I would do this "offline" using another spatial mapping service…
Can we understand which page or webforms come from?
Hi, I am using the webform functionality in pipe drive to convert it into a lead. I am selling different products lets say, so is there anyway I can know which page the webform is submitted from? This will help me convert into a lead for that particular name. Else I will have to create 200 forms for 200 products?
Leads Inbox improvements for users in all plans! 📥
From now on, all new leads have to be linked to a contact (either an existing one or a new one is automatically created), similar to how all deals have to be linked to a contact. 🤔 Why the change? * You can now add a Lead from an existing Contact and track the contact history * Importing Leads with your Contacts? They will…
Create a lead scoring in Pipedrive
How to detect the hot leads on Pipedrive? We just finished creating a lead scoring in Pipedrive with all the actions from lemlist. We can add points if the lead opens replies or click on an email and also open, reply or click on a message on Linkedin. Do you have a lead scoring on Pipedrive?
Need leads to deal conversion insights
Hello, Does anyone know if you can have include leads in the conversion funnel on Insights? At the moment, it only shows the pipeline once the lead has been made into a deal. I need insight into how many of those leads are actually generating money, but it seems to be skipping that part out? Or am I just missing…
What's your most successful method of lead generation?
What's your most successful method of lead generation?
51% of sales professionals struggle to find leads: Here’s how you can be more effective at lead gene
According to our State of Sales Report 2020-2021, 51% of sales professionals are struggling with lead generation. This is despite the fact that many have said prospecting is their second most time-consuming activity. This is potentially a big concern for sales managers, as wasted time and resources lead to: * Inefficiency…
Tracking Leads (Reporting and Labels)
Hi, I love the Leads feature. However I would like to be able to 1) bring over the label tags and 2) report/filter by those labels in Insights. Would it be possible in the next iterations of the feature? Or Is there a way I can do it right now? How do you use the Leads feature? Thank you Mattia

Leads

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