Leads

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!
Convert Lead into Deal in bulk
Hello Pipedrivers, I am looking for a solution to convert more than 100 leads into deals. Is there a way to do it all together ? Thank you. Best Regards, Geoffrey
Here’s how to create accurate buyer personas for your customer journey
Customers are more than just account numbers – they have their own goals, concerns, motivations and roadblocks. If you don’t already have buyer personas in place, now’s the time to establish them. Suppose you sell accounting software to small businesses. You’ll want to record relevant demographic and firmographic…
Leads Inbox - Separating fields for Leads and Deals
We're currently evaluating Leads Inbox to determine if we want to incorporate it into our processes for handling MQLs. I've run into a few issues right off the bat - one being that all of our fields for Deals show up in the Lead. The data fields we've implemented for Deals are unique to our Deals and don't apply at all to…
Improvements in Web Forms - Volunteers for testing WANTED!!!
Dear community members, Are you Web Forms users? Would you like to help us with new improvements in Web Forms and give us your feedback? We’ve been working on some improvements in our Web Forms. We are looking for users who would share their feedback with us. We need approx 45-60 minutes of your time. In return, we will…
Bulk conversion of leads to deal / pipeline / group email
Hi just wanted to check I am not missing "something", but bought a bunch of leads via "prospector" - now I want to effectively put them into 1 deal and send them a #targeted EDM as a group....Is that possible? Paying for too many platforms - Pipedrive, monday.com, active campaign, plannable, qwillr....too much wanna be…
list of all archived leads
Is there a way to find a list of all the archived leads?
파이프드라이브 기능 업데이트 : 모바일 앱 리드 수신함
안녕하세요. 국내 파이프드라이브 공식 파트너사 해시스냅입니다. 많은 분들께서 요청하셨던 모바일 앱 리드 수신함 기능이 출시되었습니다. 이제, 모바일 앱에서도 거래뿐만 아니라 리드를 확인하여, 리드를 거래로 전환하거나 리드를 필터링하여 어디서든 리드 목록을 확인하실 수 있습니다. 1. 모바일 앱 리드 수신함 위치 * 모바일 앱 접속 후 우측 하단 '...' 클릭 > '리드 수신함' 클릭 2. 모바일 리드 수신함 필터 * 우측 상단 클릭 후 필터 설정하여 리드 목록 조회가 가능합니다. * 어플리케이션 메인 화면 검색 창을 이용해서 리드 검색이 가능합니다. * 모바일 앱에서…
Planned: Leads on Mobile
Why? To make this popular desktop feature available from the Pipedrive mobile app. What will I be able to do with it? Add, manage and search your leads stored in your Lead Inbox, directly on the mobile app. 🔔 Follow What's Planned? to know what we're working on currently and what’s to come. Please note: Pipedrive reserves…
Comment chercher les changements de propriétaires de leads ? j'ai un souci mes commerciaux change le
Comment chercher les changements de propriétaires de leads ? j'ai un souci mes commerciaux change les propriétaires de leads , je ne peux les en empêcher mais je souhaiterais visualiser ces changements . Comment faire ? Pour savoir qu'elle entreprise a changé de propriétaire ?
Connected Leads on Organisation Page
Is there a reason why leads are not shown on their respective Organisation's page? It makes sense to me that you should be able to see if there are any connected leads for an Organisation in the same way you can see a connected deal, but perhaps I'm missing something here.
New: 🤖 3 performance-boosting Chatbot features
We’ve upgraded Chatbot with three exciting new features, granting you access to more data to help optimize your websites and playbooks. What: Make the most of Chatbot’s new features to: * View playbook funnel and flow reports – Access in-depth statistics to see customer journeys and pinpoint where visitors are dropping off…
Any Pipe Driving Wholesalers In Here?
Hello everyone, Scott here from Detroit. Just started using Pipedrive and I love it! So I am the owner of a real estate wholesaling company and I am uncertain if there are any other people in here that do or know what I am talking about. I just wanted to ask if anyone does have a team with a dispo manager that is building…
Lead Source report. Lead source and deals reporting
Hi all, is there a lead source report? I would like to report on lead source for our lead/pipe generations Thanks, Galia
[Closed] Volunteers needed - feedback for improvements in Chatbot
EDIT: We have concluded this research session. If you have any comments, please post in the comment section :) We will be shortly developing some improvements in our Chatbot feature and I have a huge favour to ask. Are you a Chatbot user? Would you like to help us with the testing of new improvements and give us your…
Issuing Leads to Outside Networks
Our team is currently issuing leads manually, via email, to our Dealer Network that exists outside of Pipedrive. These leads are issued based on geographic area. Any insight on the best way to automate this? All help is appreciated. Thank you
How do I bulk Assign Leads or Contacts to my Sales Reps?
2 Questions 1) First off, I want to make sure I uploaded my CSV correctly. When I uploaded about 19,000 contacts / organizations from a Zoom Info CSV, I uploaded them as Contacts. Should they have been uploaded as leads? 2) How do I bulk assign contacts / leads to certain sales reps? Their territories are assigned by city…
Merged: Scheduling Emails For Leads
This discussion has been merged.
Goava Discover on Sales Intelligence - työkalu älykkääseen myyntityöhön
Moi kaikille! Meidän markkinapaikka on rikastunut uudella prospektointi työkalulla. Goava hyödyntää tekoälyä tiedonkeruussa ja peilaa sitä CRM:stä löytyvään dataan. Goava on Vainua vastaava edullisempi työkalu. Luonnollisesti Pipedrive integraatio löytyy. Terveisin, Markus Paakkonen (Linkedin) Ohjelmistoja.fi / Account…
Archiving versus deleting leads
Hi Pipedrivers - quick question. Under what use cases do you archive leads versus deleting them? When you contact a lead and they don't convert how are you handling them - and then ultimately how are you moving them into some kind of nurture sequence?
Dealing with duplicate deals due to multiple demo / form-fill deals.
Hi all! We've been using PD for over 7 years now and the problem of duplicate deals has been ever growing. I wanted to understand how you are dealing with your demo / query deals. A bit of backstory on how we create deals at our organization. We work with broadly 2 types of deals. Different sales teams get in touch with…
What is the use case for multiple leads on the same contact?
Multiple deals for contact make sense, but what is the use case for multiple leads that can be created for the same contacts? I feel that this can make duplicate entities in my lead list if I try to add leads from webform and other ways using APIs or other tools. Has anybody faced this kind of an issue?
파이프드라이브 기능 업데이트: 페이스북 / 왓츠앱 메신저 Integration
안녕하세요. 국내 파이프드라이브 공식 파트너사 해시스냅입니다. 파이프드라이브와 Facebook / Whatsapp을 연동하여 새로운 리드를 확보할 수 있는 Messenger 연동 기능이 출시되었습니다. 이제, 페이스북 비즈니스 계정을 통해 들어오는 고객 문의를 파이프드라이브에서 응대하고 새로운 리드를 파이프드라이브에 바로 추가하실 수 있습니다. * 페이스북 Messenger 연동 방법 * 리드 수신함 > 통합 '메시지 보내기' 클릭 * 페이스북 메신저와 파이프드라이브 앱 연동 진행 * 옵션 설명* Private : 페이스북 연동을 설치한 사용자만 메신저 응답이 가능하고,…
Leads and contacts
Why are the leads sections not automatically populated from my contact list? I just want to convert some of my contacts to leads, is there an easy way, and not one time bulk, to do this"?
Lead Source from diferentes channels
Hi, I´m planning to Start the essential versión to Start and then posibilities to implementado in some clients. One of the most important for me is when i have leads comming from, YouTube ads, google ads, FB and IG ads, a part of the web forms, every single leads comes with the lead source already. So, when i go to the end…
Assigning multiple contacts to a lead
Hi there, I have many cases of working with multiple contacts within the same organisation on a single lead. At the moment I can't see a way to assign them all to one lead - when I import the people, despite the Lead Title being the same for all 4, it creates 4 separate leads in the system. What would be the best way to…
Pipeline to Pipeline conversion
With the limited functionality of leads (compared to deals), we are setting up a Marketing/SDR Pipeline in deals. Now we want to track the conversion rate from that pipeline to the actual sales pipeline in insights - anyone found a workaround?

Leads

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