Leads

Live Streaming, o futuro do E-commerce?
https://ferramentasdorainmaker.com.br/2020/09/22/live-streaming-o-futuro-do-e-commerce/
Adding Products to Leads (so that it aligns with Deals better!)
It is currently not possible to add Products to Leads, which seems strange to me as Leads become Deals and Products are integral in Deals. For our company, when we identify a possible "Lead" or opportunity, it is identifying somebody who might be interested to buy a Product, so having the Product connected to the Lead is…
"Merge duplicates" algorithm is flawed and needs improvement
I have tons of duplicates on pipedrive because pipedrive is not very good at detecting duplicates based on the phone number. For example, pipedrive won't recognise two duplicates (with the same name) if their phone numbers are written in two different ways: 08 52 78 94 56 and 0852789456 (without space), or 08 52 78 94 56…
Delated LEADS
How can I find delated leads? Not deals but leads? We are using dedupely to merge LEADS, and if the lead is already delated then we have a problem with merging leads as an error keeps preventing us to merge two LEADS. I did research here in community discussions, but could not find any solution to our problem. Can you…
Leads Inbox: One column for overall last activity/email date?
Caveat: this post deals w/ one-on-one emails sent to leads, not those sent via automations/campaigns in bulk. With the Leads inbox, I'm aware that you can turn on/off various "last ___ date" columns for people and orgs, e.g. last email sent, last activity date, etc.. but is there any way to have a single column that…
View that blends Leads and Deals
Can a view be created that shows my leads and deals on the same page? I like to give my referral partners a weekly update, and I need to pull the data from both. Right now I have to export both and merge them in Excel.
Leads - How to add to existing contacts?
Hi, I would like to use the Leads functionality to record potential leads with customers. Early conversation prior to something being a deal. When I create a deal, there doesn't seem to be a connection to any of the contacts or organizations in Pipedrive already. Any way around that?
Connect our general sales mailbox to Pipedrive
Hi I want to connect our general sales mailbox (sales@company.com) to Pipedrive and automatically generate mails to leads. Is that possible?
Would anyone else see the benefit of having 'leads' visible on the contact or organisation view?
If a lead is set up it seems that it is only visible in the Leads inbox currently, which is fine but would anyone else find it useful to know when you are on contact if they have any leads open in the past or they have one open currently? Similar to the way deals are shown. To me, the leads feature would be really useful…
How can I add linkedin profile link/url in the existing contact list?
I want to add profile urls for all the contacts I am adding whether be it linkedIN profile url or behance. Is it possible to add new empty field just for that kind of urls? similarly like it ask for phone numbers and emails.
Filter Persons with more than one active Lead
This should be a straightforward filter option to see a list of contacts with more than one open lead in the same way it is possible for Open Leads.
Seen contacts with more than one open lead
Hi! This should be a straightforward filter option, but I couldn't find it. How can I see a list of contacts with more than one open lead?
Is there a way to hide the "leads" tab?
Is there a way to hide the "leads" tab?
what is the difference between automation labels and lead labels?
I would like to have multiple pipelines for different types of clients. So when setting up automations to immediately create a new deal from a new lead, I need the lead/deal to go into the correct pipeline. I see that I can set labels both when creating a new lead and when creating a new automation. But these two label…
Pre-qualification pipeline
What would be your thoughts on using a pipeline to pre-qualify leads? Pre-qualification would include: * Validate contact information * Validate that the service request match the company offering * Location (covered area) * Urgency When leads does not qualify a reason would be provided. When leads does qualify, a workflow…
Merge LEAD vs DEAL
We had to build our own tool, which unables us to merge information between LEAD and DEAL. For example. You have an open DEAL, and one of your sales person is already talking to the customer. Then, after some time the same customer fills some form and this creates you a new LEAD. So theroretically, we have the same…
Question: Can you attach an email to a lead? I am emailing leads from the lead page and nothing is c
I am emailing leads from the lead page and nothing is captured. I would like to track emails sent to leads and how many emails it takes to either qualify/unqualify the lead.
How to measure time in seconds from lead-in to outbound sales call
What would the best way to measure time (seconds) it takes us to reach a lead via call once this lead applied for our service? I assume it should be something related to the activity. E.g. duration between an activity got created and the call was logged? Is there a standard, Pipedrive way of doing this? Thanks!
Webhook for Leads?
I know leads inbox are still in beta, but do you plan to support webhook for leads? (We don't have any support for leads webhook as you can see in the attached screenshot.)
Why doesn't autocomplete work?
A few days ago, I noticed that the list of suggestions stopped appearing in the autocomplete field. I deleted and created a new one, but the problem persisted. What can it be and how to fix it?
Is there a way to create Leads through an API endpoint ?
We would like to create some leads in PipeDrive by sending the information through an APi endpoint. Is it possible without using a spreadsheet or Zapier and Facebook Together?
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!
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…

Leads

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