Hello everyone!
DEAL, is the heart of Pipedrive! However to circulate the blood more efficiently LEAD needs to join DEAL as well! Let's talk business.
LEAD should have a design like DEAL, for example there should be PIPE defined for LEADs, in fact certain times you have at lease 3 to 4 stages for each lead.
Imagine I have integrated my website to Pipedrive. I am not able to show these LEADS in Lead section, but I have to put at the first pipe under Deal section! But why?
To recap :
- LEAD should have an interface similar to DEAL
- LEAD integration (from FB Ads, Website, LeadFeeder, etc) should always sit under LEAD, not DEAL
- You can manage LEADs as you can manage DEALs!
Feel free to email me at hosseinm@energybuster.com.au.
Stay safe and healthy!
Best regards,
Hoss (Hossein Mohsenian)
