Leads

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?
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
When creating a new lead would it be beneficial to have a field for URL Link?
When creating a new lead would it be beneficial to have a field for URL Link?
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..
🏆🇳🇱 Success Story: How Pipedrive’s LeadBooster boosted SurfaWhile’s entire lead strategy
https://pipedrive.hubs.vidyard.com/watch/dCs1QTSNBQiRwypNp7eZ5K?ref=community_post⚙️ Click the cogwheel for subtitles in English, German, French, Spanish, and Portuguese. No matter the size and focus of your business, Pipedrive and its add-ons help drive more sales your way. Take, for example, Surfing travel agency…
What is the best way for us to implement this so we can view reports? Need to track a few important
Hello, We are switching over to Pipedrive from Copper and want to see what is the best way for us to setup the system for the following. We are a small business focused on generator sales and service. We sell to homeowners, builders, contractors, and we also export. The following is what I want to track * The amount of…
Contacts by Industry
Is there an add-in where I can have a drop down for each prospect/lead that I can categorize them by industry? ( similar to NAICS) I have a custom field for it that right now I am manually updating. I guess I could do a drop down myself - but was wondering if there was one already built so that I don't do work that was…
Is there a way to be alerted when someone opens a tracked email?
I see that I can filter my messages by email tracking, and I get passive notifications that includes opens every now and then through the sales assistant, but I am looking for more of a real time alert.
Please add the feature to be able to connect files to leads, in the same way you can for deals.
Chatbot and Spam
We've just started using Chatbot and we are getting a number of spam enquries. Anyone else had this issue. Pipedrive say there is no way around it. Any advice would be great.
Bulk conversion of leads into deals
Hello Pipedrive developers, We have started using Leads. It would be really useful to be able to convert leads into deals in bulk. Often we want to convert numerous leads into deals and start by adding them to the same stage of the same pipe. If we could do this in bulk rather than manually to hundreds of leads it would…
Error when converting DEAL to LEAD
When trying to either do it one at a time, or a group, I get an error telling me that the Deal could not be converted, and to contact customer support. Is there a way to fix this issue? I have almost 200 Deals that need to be converted.
Hello, Is here anyone who is in sale for construction equipment/ automotive sales? i wish to ask do
Hello, Is here anyone who is in sale for construction equipment/ automotive sales? i wish to ask do you use website for advertasing or just bigest portals? if so how you get the leads. Are there any from your website or from main portals? My expierance is that works big portals and personal connections, i find that having…
COURSE TO PROSPECT MORE AND SELL MORE
Good afternoon everyone, We created a course to Bussines Developmente Representative and Sales Developmente Representative. Follow us: Insta: @prevendas.academy Site:https://www.prevendas.academy/ Course: https://www.prevendas.academy/curso
Myyntiputken arkistointi
Moi, onko olemassa mitään fiksua konstia arkistoida tai vaihtoehtoisesti poistaa näkyvistä kokonaista myyntiputkea tuhoamatta sitä? Meillä on yksi myyntiputki kohderyhmään, johon myynti saatiin ensin hyvään alkuun, mutta koronan takia pysäytettiin kokonaan ja sitä saatetaan jatkaa joskus tulevaisuudessa mutta ei ainakaan…
Exporting Leads
I would like to export my Leads into an Excel worksheet. By doing that, I would have the ability to send email campaigns and get our information out to leads.
API: Create Lead Endpoint
Hi there, I just found the new API-Endpoint for Lead creation, which is great! We waited for this for quite some time. https://developers.pipedrive.com/docs/api/v1/#!/Leads/post_leads There is just one issue: Leads can only be created when the personId or organizationId is set. That makes the the use of the API with a…
Je cherche à surveiller mes commerciaux pour pas qu'ils changent les propriétaires de mes fiches con
J'ai créé l'automatisation ci dessous et cela ne marche pas . En gros je ne trouve rien dans mes notes quand ils changent le propriétaire du leads ? 1 DÉCLENCHEUR Organisation mise à jour 2 CONDITION 1 Propriétaire de l’organisation a changé 3 ACTION Créer une activité Objet De L’activité: Vérifier si c'est ok Type: Notes…
Bonjour, comment faire pour supprimer l'autorisation à mes commerciaux de changer le nom du propriét
How to Fully Understand Your Customers With Comprehensive Buyer Personas 🎯
A buyer persona is an outlined description of the sort of person who best represents your target audience (or a demographic within it). Personas help your sales and marketing teams to personalize and target their messaging and outreach efforts to ensure relevancy across varied customer types and segments. By using actual…

Leads

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