Seems like you can only have one person on a lead. Would be nice to be able to have multiple contacts, as we keep opportunities in Lead status until we have a shot at it (at which point we convert to a deal). But, up until that point, we may discover multiple organization contacts (and organizations!)
Hi Everyone! I wanted to raise an important topic that might be useful for all the pipedrive users that are using the lead modules. The reason i am raising the issue is i am not able to use the ''@'' on the lead session, whilst it's available for the deals. Anyway that we can solve that ? Thank you all !
Pipedrive has very powerful filters, but it's unfortuante that the only way to share a set of filters is to save it. I would like the ability to share a link that will take you to a pre-configured search filter without having to save that filter in my list of filters and make it public. The problem I have is that I create…
The name says it all. Please add the ability to attach a file to a lead, the same way we can in deals. This is a huge roadblock.
I came here and found this thread: Which outlines how you can share links to filters, but this doesn't work for Leads. According to the support chatbot: Unfortunately, you cannot directly share a link to a specific filter of Leads in our system. Currently, we have two options for filter visibility: Private (only you can…
To convert cold leads into customers, what you often need is a long-term strategy for nurturing prospects until they’re ready to buy. I’ve had prospects convert into customers after years of being on my newsletter list and receiving our content. In this video, I share some strategies for nurturing prospects over the…
This list of values for the "Industry" field needs to be editable. I work with industries not listed, and I would like to delete some on here that are not relevant.
I have an automation set up that gets triggered on lead creation - starts a 3 day delay, and then sends a reminder e-mail to the owner of the lead to tell them to either archive it or convert it. I believe I have figured out hat "archive time = empty" is one way to check if it's still there, but is there a way to also…
I would like to see the leads reporting (Insights) feature. Currently, I can use reporting only on Deals which is around 30% of my prospects. Therefore couldn't track my efforts for 70% of the pipeline.
Hey Pipedrivers! 👋 I’m Jenna, your go-to Customer Success Specialist here at Pipedrive. I’m excited to share some quick tips, best practices, and Insights to help you and your team get the most out of Pipedrive. Today, let’s talk about something that can truly set the tone for your success: your daily CRM routine. Check my…
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