Leads

Lead bulk update
The bulk update functionality in leads would also be useful to be able to bulk update an activity - so select 10 leads to then apply an activity for a certain date. At the moment very painful importing leads and then having to manually apply an activity to each lead.
"Lead converted to deal on" - filter not available for a specific time period
Trying to find a way to see the conversion rate of leads that were converted into a deal in a specific time period, e.g. "conversion rate in % last month." It seems to only be possible to find either how many of the converted leads were converted, or, a conversion rate in % but based on when the lead was created. A lead…
Lead source tagging within the Webform
* If the visitor source is automatically tagged to every webform submission and stored as a field within the deal. That will be a really cool feature. It should be an easy feature since you are already tracking visitors now. * Which brings me to the second feature request - Within the website visitors tag if I can filter…
Lead Goals
It would be great to see Lead Goals brought into Insights. In some use cases there has been a need to identify how many leads per month in order to win X amount per month
Excluding deleted Leads from reports
Hey Folks! I created ~50 test Leads while onboarding an SDR team. The team processed the tests and then I deleted the tests. However, the converted Leads still show up in Lead Performance reports and I can't seem to exclude them. I imagined that I could: delete the converted Leads (but this doesn't seem possible) exclude…
Updating Leads by import
Is that possible? Leads don't seem to have an ID - how can I upload file with Leads info and update the already existing leads?
Label to webform/chatbot leads
It would be great to be able to set specific lead label to leads from different webforms or chatbots in the "submit options" panel.
When losing a deal, is it better to mark as lost or move back to leads?
Hi guys, What is the best practice to handle this? You lose a deal. Maybe you want to follow up in 9 months. Is it better to markt the deal as lost or move it back to leads? Happy to learn about your best practices. Thanks!
Integration Analytics and Pipedrive
Hi all, I'm struggling for a while to import data from Google Analytics into existing Pipedrive deals. Tried tools such as #zapier and #fastbase, also added some #utm-tags to my Google Ads campaigns. Without results. I'd like to import the 'source / medium' and 'campaign' from conversions into Pipedrive, at the moment we…
Lead Velocity
Hey Folks, It would be very handy to know how long it takes for a lead to be handled. In my case, the time from lead creation to first response is what's key.
Multi Column List Ordering
We should be able to organize our lead lists using multiple column criteria - for example, say I want to order them according to country, and area code, and contract value. I should be able to choose all of these in reorganizing the list. Currently I can only reorganize using a single column.
Area Filter
how can i filter leads by postcode/city, so that we can drill into an area to find customers specific in that part of the country
Best practices to use Leads labels
Hi Community, We recently started using leads as part of the sales process. Naturally a lead is converted only it passed our qualification criteria. Our leads are mostly outbound. I'd appreciate to hear some of your best practices and tips on how you use labels. Are you using it to flag the outbound sequence stage (i.e.…
Feature request: ability to group Leads
Hello Pipedrive team! I am new to Pipedrive and currently setting everything up (importing data, setting up email templates, etc.). I understand that the "Leads" section is brand new is still in beta, and I'm really looking forward to that feature growing. One suggestion I have for "Leads" is to have the ability to create…
What are the three phases of a lead generation funnel?
Lead funnels are used by both sales and marketing teams to attribute customer intent. These teams work closely together but often execute lead-building in different ways. A lead generation funnel focuses specifically on the marketing portion of the overall lead funnel and customer journey. This funnel typically comprises:…
Pipedrive and beyond
Hi everyone! We are Pipedrive elite partner SaaShop Inc. / Oy based on USA and Finland. If you need any help or want ideas on how to achieve your goals/needs feel free to ask. In our marketplace is multiple SaaS that already has integration for Pipedrive. So if you need solutions for leads, prospecting, calling, marketing…
Hey everyone, we are facing challenges while converting bulk leads into deals.
Leads into Deals Filters and custom reporting
🔎 How to increase conversions with a lead tracker 🔍
Using a lead tracker allows you to collect and organize lead data from one place (including insights on touchpoints and lead source). Why is this important? Knowing which stage of the sales cycle your leads are in will ensure you nurture those that are ready to take the next step in the buying process. You should: Strike…
Adding leads via the mobile app
Is there a plan to add the Leads Inbox or the ability to create a new lead via the mobile app? We have a couple companies with field sales reps that are always out of the office. We want the Leads Inbox to replace their prospecting spreadsheets, which are built on-go as they are making local sales and service calls. It…
Feature Request: Integrate CC Payments (Stripe) to Request Signature Page // How are you handling CC
Would it be possible to integrate Stripe to accept credit cards and begin billing from the final Request Signature page? How is everyone accepting payments after the client signs a proposal? I'm currently using betterproposals.io but I feel like this would be a great feature to have in Pipedrive to reduce buying friction.
Hi, how can I track the click event on the LeadBooster chatbot with Google Tag Manager?
Export Lead Data to CSV/Excel
We use the campaigns function a lot, but we need to be able to export the open's and click's data that is pulled from the campaign for our records. i.e. we get 400 opens on an e-shot - we need to be able to export the name, number of opens, and email address, and time of open. All the data that shows up in the list when…
[Webinar] Lead generation and management topics
Hello, dear community, I'm Ruslan, Product Marketing Manager at Pipedrive. Together with the product team, we're planning to conduct a series of webinars dedicated to lead generation and management best practices, tips and tricks, automation etc. That we believe will help our clients to streamline their processes and…
Has anyone discovered a way to delete chats from the history? I have several test chats that I would
Has anyone discovered a way to delete chats from the history? I have several test chats that I would like to remove but cannot figure out a way to do this.
Track Revenue from Pipedrive Leads that came in through AdWords or Facebook campaigns.
Currently if someone clicks to our website (go.ourwebsite.com) from our AdWords campaign, and then goes to ourwebsite.com/article and then ourwebsite.com/reviews and then ourwebsite.com/contact-us and fills out the Pipedrive Web Form...there's no way to know if a lead came in through our AdWords campaign so therefore we…
Do you have a lead scoring in Pipedrive?
Do you have a lead scoring in Pipedrive?
Email and web tracking + lead scoring
Hi all, I would like to build an automated lead scoring based on leads behaviors / engagement (typically emails opening / clicking and website traffic). How can we do that with Pipedrive / other tools ? Thanks a lot!
What is best way set reminders to regularly connect with leads
Hi, I am a commercial real estate investor and find properties by constantly connecting with active real estate agents and property owners in my area. My goal with Pipedrive is to make sure I never forget to connect with my contacts at least once every 60 days. Does anyone use Pipedrive for something similar and what have…
Live Chat Playbook reporting - definitions
Hello Community, Can anyone please explain the definitions of 'viewed' and 'clicked'. I've just launched Live Chat on our website but wanted to confirm what these results meant. Thanks!
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!

Leads

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