Leads

Editable custom data fields from org/deal/person page
This one bothers me, like a lot. Let's say I have a custom field under organization to be filled out in qualification that lists the prospective org's current system used, let's call it "Current System Used". This is a drop down select list field. I go an find the top 50 systems list somewhere online and paste those in as…
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?
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?
Sending automatic followup after a manual email
I am sending emails out to new leads in my leads inbox using various templates. These are not automated because I like to personalize the first email out. I need a way to automatically send a followup email 3 days later if I don't get a reply. The Automations feature doesn't have a good trigger for this. What is the…
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
Email Automation Tracking & Management
I’ve set up a lead email automation, so that new leads added with the label ‘New Lead’ goes into a 3 email automation with delays, only receiving email 2 and 3 if they don’t reply. However, upon testing this on myself, I can see that me being sent the email didn’t track on the lead (despite selecting the track opens and…
Add the ability to measure conversion when converting a lead into a deal, and during further passage
The fact is that we (I think not only us) need to understand at what stage of the client’s passage through the funnel we lose him. To do this, it would be nice to see the conversion (in quantity and %) when clients move through different stages of the funnel from one to another. How many leads are created, how many of them…
Is there a way to prevent duplicated contacts coming from facebook leads?
I'm sorry if this is a stupid question but im new here. 😄 Is there a way to prevent duplicated contacts coming from facebook leads? Zapier has something called "find person" that "do the work for you". But i cant use Zapier. Thank you!
Create a lead by sending an email
Hi, Is there a way to create a new lead just by sending an email? (my usecase: from my Outlook, I just send an email to xxx@pipedrive.com, adding the lead email in the subject for example. Then pipedrive adds the email as a new lead and starts the automation). Thanks, Matthieu
How are people using Lead Title?
How are people using Lead Title?
Filtering all people by active lead
I find it hard to keep on track which leads I need following up which so want to try using the 'Set follow-up frequency tool in 'contacts timeline' so do that. I know it is possible to filter by open deals, but is there a way to filter the list of all people in my pipedrive account based on whether they are active lead…
Suggestion for Leads Inbox
It is good to have a list of leads, but having to jump to another page to send an email is not very convenient. Could we be able to send emails via the leads inbox in future?
Integrate products to webforms
I would like to get the possibility to integrate products into webforms. This enables the customer to directly choose his products and and getting this reported into the deal. Today we have to add the products by hand to each of the deals. it would definitely make the automation / creating offers process much easier.
Lead API feature request: find lead(s) on Person and/or Organisation ID
TLDR?: Request API option to find lead on Org ID and/or Person ID Hi team, great to see the progress on the API's, esp for Leads which we're embracing. I have a request (following some open issues in the dev-channel): Can you please allow for an endpoint to get Lead(s) by either Person or Organisation ID. Or something…
Lead to lost - how to mark it?
Please advise how I mark a lead as lost
Translation of the word "Lead" to Norwegian
Hello. I would like the Norwegian translation to change a little bit. The frase "Lead", is translated into "Mulig Kunde", which means "Possible customer". This makes the interface kind of difficult for users to understand. Instead, it should translate to "Mulig salg", which means "Possible sale". As it is today, the frase…
Error when trying to import leads
When I click on the button to import leads the following appears: The page you are trying to access does not exist. Do you know why that would be? I would like to upload a spreadsheet of new leads.
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…
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…
Outfunnel - Lead Scoring Suggestion (game changer)
We use Outfunnel and it's fantastic. Our sales team can sort deals by lead score (how much people within each prospect company are interacting with our marketing). It's a game changer. However, it only knows who is interacting with the marketing if the email address of the person is dynamically inserted into the link that…
Generate instant reports and learn which marketing campaigns and lead actions are leading to deal m
With our recent launch of two-way data sync , I think it is a good idea to explore how Salespanel can be used to generate lead reports and identify which marketing sources and lead actions are leading to deal movements to later stages and purchases. If you are not familiar, Salespanel automatically captures leads from your…
Conversion Lead to Deal
Hello, looking for some update to gain the possibility to measure the conversion Leads to Deals
Leads and Contact - will it duplicate on upload?
I have an excel database of leads however some of these are current customers. Is there a way of identifying who the current customers are from the contacts when I upload so it duplicate?
Leads: Labels as a Filter Option
Hi Team, It would be great to apply lead labels within filters (unless I am mistaken). I appreciate there is a "label drop down" however it doesn't substitute for full filtering functionality. Any suggestions?
Create leads based on incoming email
It would be great if leads could be created based on incoming emails. Example: Any email sent to leads+yourcompany@enqlare.com create a lead in the inbox. We often get emails from our website and other forms that generate emails to a sales inbox.
Elementor integration
Hi, I would like to push my leads coming from WordPress - Elementor to the Leads section in my Pipedrive. What's the best option to do it?
Leads import no longer working
It says the following when clicking on import leads: Not found The page you are trying to access doesn't exist Anyone else facing the same issue?
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
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

Leads

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