Leads

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..
Need Help -> Tracking Event Participation
I'm looking for a simple solution (ideally, built-in to Pipedrive) to keep track of who is participating in what events our company hosts and/or attends. Any recommendations? Here's one idea/concept we're exploring: * Create a separate "Events Tracking" pipeline for tracking all events, with appropriate stage names that…
🏆🇳🇱 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…
Exporting Leads
Of the many things I would like to see now, Exporting Leads. When will this be available, you mentioned 9 months ago that they are working on this?
COURSE TO PROSPECT MORE AND SELL MORE
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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?
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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