Leads

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!
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…

Leads

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