Thanks for your suggestion @Steven Allen I've passed it on to our team working on the web forms.
PB0 followers0 questions156 posts
Interested in this Topic?
Signup up or log in now to follow this topic, join the discussion, and always stay updated.
We signed up for leadbooster at the beginning of the year with the promise that the ability to respond to leads with Pipedrive's email would be delivered by March.
It is now nearly December and I still don't see the ability.
We receive a lot of leads that will never turn into deals. eg Enquiries etc. At the moment we have to convert them into deals and then lookup the deal in order to be able to send an email (before closing the deal). We must have the ability to open and send Pipedrive mail from the lead page (without... (More)
We are adopting the new leads inbox, and very happy it's there. We were previously using a separate pipeline for leads, which was confusing and making reporting harder.
The one thing I don't like about leads is that any notes made to the lead are not linked to the underlying people or organization. This is different from Deals, and I don't understand why.
The comment I heard back from support is that notes made in the lead phase are deemed not to be important enough to be linked to organizations or people. However, that is not true in our case,... (More)