Would anyone else find it useful to have greater control of leads once their imported into the Leads section in Pipedrive? I wish there was an easier way to make bulk edits to leads once their imported. This would allows someone to mass change owners, labels etc.
I think you can still do it? Create a custom field, populate this custom field with a tag every time you do an import, then create a filter with this custom field, and then bulk edit the deals?
Mike van der Valk Thanks Mike, it seems currently that the leads section is built for situations where there's a smaller inflow of leads. When we import leads we do it a couple hundred at a time. It would be nice to make bulk edits to owners of those leads and to have more intricate filter system. Similar to the contacts tab. Thank you for getting back to me.
We have just had a 'Leads' section go live in pipedrive, next to deals. But this is unusable at present as you cannot seem to use it in pipedrives automation section or send leads via zapier, as we do at the moment for contacts / deals
Mike van der Valk Has there been an update on this as yet!? I am currently manually adding a label to hundreds of imported leads... I will hold off if the update is around the corner!! :) Thank you in advance :)
I don't want to create contacts for all of my prospects when I import data; I'd rather create leads. But I must label them (or include their source in the record) so I can create filters because my approach is hyper-personalized. I'm not willing to label leads individually; it's inefficient and a waste of time.
Here are my feature requests for 'leads':
1) Custom fields for leads. 2) More fields available during import (source and/or label is important for my use). 3) Ability to edit leads en masse. I noticed that you can only delete leads individually. This request is in alignment with this post.
I also realized that there are limitations associated with filtering lead views. Even if I could add the source, I couldn't create a filter to display it. I can only filter by label right now.
BrookeDylan Mackey it's always very difficult to give estimation but it's definitely still over a month away by the looks of it. Once the update is done though indeed custom fields, using those during importing and bulk editing/sorting as well as filtering will be available for leads.
In the deal section you can, but the new leads section not yet: https://sharing.pipedrive.com/enijXq
Thanks for the feedback though!
Here are my feature requests for 'leads':
1) Custom fields for leads.
2) More fields available during import (source and/or label is important for my use).
3) Ability to edit leads en masse. I noticed that you can only delete leads individually. This request is in alignment with this post.
Huge upvote. What's your guys' time frame?