Leads on Mobile app
Pipedrive's mobile app gives salespeople the tools to nurture their leads on the go.
With Leads for mobile, you can create new leads, as well as see and edit all of your existing and archived leads, no matter where you are.
Where to find it
To access the Leads Inbox in your mobile app, tap the “...” in the bottom right corner, then select Leads Inbox.
Next, you’ll see the leads inbox. you’ll also see the filters option in the top right corner, a search bar to its left, and the “+” button at the bottom to create a new lead.
To see archived leads, tap on the ”Inbox” option at the top of the screen. Then, tap ”Archive”.
Access and edit leads
Tapping an existing lead will display more information, including linked Activities (under the Timeline section).
And default and custom field values (under the Details section).
Other options available from this screen include:
- Convert a lead to a deal
- Send an email to your lead’s contact person
- Call your lead
- Add an activity, note, photo, audio note or file (using the “+”)
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