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Leads Inbox
Leads Inbox
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Lead Automation

Can't find anything specific on this if either of you two can help @Mike van der Valk @Inês Batata 

When trying to create an automation, it doesn't give you the option to select a "Lead"

So we can create automation around leads, like we can with deals

Is this being worked on and is there an ETA?

Leads Inbox Automated Workflow

I would like to build an automated workflow which will post leads landing in Pipedrive and a daily summary of leads responded to, to a Slack channel.

There does not appear to be any triggers specifically for leads, only deals. I guess I'm looking for a "Leads created" trigger.

Is there something I am missing or does a work-around exist?

Cheers

Eli

Jan Visser
Sales Leader / General Manager

Leads - Visibility Settings

Guys,

This was mentioned somewhere else by someone else but I cannot find it anymore. So - just to make sure it gets captures, here's the gist of it.

1. As part of permissions and visibility, the LEADS object should be added so general visibility settings for leads can be set by an admin.

2. Similar to the way this works for ORG/PERSON/PRODUCT and DEAL - one should also be able to override these settings on a lead by lead basis.

3. This then consequently also means that several permission sets need to be added for leads:

  1. Add leads
  2. Edit... (More)