Caller for leads
When using Pipedrive to make calls, it can be a pain to navigate from your leads to your contacts. Now, you can make calls directly from your leads view for the optimal Caller experience.
How to access Caller in leads
The Caller tool is available from the Leads Inbox and functions similarly to a contact or deal.
There are two ways you can access a phone number and make a call through a lead:
- Linked person's number
- Phone type lead/deal custom field
In both examples, all you need to do is have a phone number value in a lead's detail view. You can use that number to make calls through your Pipedrive account: