<div class="support-note primary">
Note: The Web Visitors feature is a <a href="https://www.pipedrive.com/en/features/web-visitors-add-on" target="_blank">paid add-on</a>. You can learn more about how pricing is calculated in <a href="https://support.pipedrive.com/hc/en/articles/360012756597" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360012756597">this article</a>. </div>
 Analyzing your website's traffic is essential when learning about visitor behavior and finding the best potential customers to target during the early lead generation stages. Not all of your website visitors will turn into customers, so it's important for your sales team to know early on where to focus their time and energy. To help you navigate through your website traffic, you can use Pipedrive's Web Visitors feature.
The Web Visitors feature will allow you to track visitor activity on your website to track and identify the companies who are most engaged with your website and most likely to turn into customers.
<div class="support-sections">
Sections
<a href="#C1IamCs">1: How does it work?</a>
<a href="#C2IamCs">2: Setting up the Web Visitors feature</a>
<a href="#C3IamCs">3: Viewing and managing your Web Visitors inbox</a>
<a href="#C4IamCs">4: Visitor details</a>
<a href="#C5IamCs">5: Converting visitors to leads, deals, and organizations </a>
</div>

<hr>
<h2>
<a name="C1IamCs"></a>How does it work?</h2>
The Web Visitors feature will allow you to inject a website tracking script to your website to collect visitor information and present you with reports of not only which companies are visiting your website, but also the amount of activity each visitor has while interacting with your website, such as what pages each visitor is visiting and where they are coming from. 
The companies are then sorted by quality and listed as sales leads in the Web Visitors inbox in your Pipedrive account. The visitor information is synced hourly, so your sales team can keep track of new leads and immediately reach out to potential customers to kick off the sales process. 
<div class="support-note primary">
Note: Our Web Visitors feature is powered by <a href="https://www.leadfeeder.com/" target="_blank">Leadfeeder.</a>
</div>

<hr>
<h2>
<a name="C2IamCs"></a>Setting up the Web Visitors feature </h2>
<div class="support-note primary">
Note: This action is only possible for admin users. </div>
 To set up your Web Visitors tracker, go to Leads &gt; <a href="/leads/leadfeeder">Web Visitors</a>, and then click on Subscribe. You will be prompted to set up your Web Visitors feature by embedding a tracker script into your website. 
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-11-04_at_12.19.45_PM.png" alt="Screen_Shot_2020-11-04_at_12.19.45_PM.png" width="980" height="598">
The process of installing your tracker script will be different depending on what you use to host your website. You can learn how to install the script into your website in <a href="https://support.pipedrive.com/hc/en/articles/360007806057" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360007806057">this article.</a> You will be able to install the script on multiple websites. To distinguish visitors from different sites, you can create a filter with a Hostname (domain) condition. 

<hr>
<h2>
<a name="C3IamCs"></a>Viewing and managing your Web Visitors inbox</h2>
To view and manage your Web Visitors leads, go to Leads &gt; Web Visitors. Your Web Visitors inbox will show you the companies that have visited your website, when they visited, and whether they are linked to any organizations in your Pipedrive account.
The visitor information will be updated regularly, but you can click on the Refresh button in the top left corner of the page to manually pull in the newest data from your website. You can also customize your view by changing what to sort by or filter for the leads based on certain criteria. 
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-11-04_at_1.03.22_PM.png" alt="Screen_Shot_2020-11-04_at_1.03.22_PM.png" width="702" height="396"> Your Web Visitors 
Order your leads by quality or last visit time. The quality of the visitor is an overview of how engaged a visitor was on your website and determined by the number of page views in the visit session. 
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-05-04_at_4.49.39_PM.png" alt="Screen_Shot_2020-05-04_at_4.49.39_PM.png" width="501" height="225">
 Filtering your Web Visitors by date
You can find the visitors that have last visited your website in the time frame you select. 
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-05-04_at_3.02.50_PM.png" alt="Screen_Shot_2020-05-04_at_3.02.50_PM.png" width="500" height="287">

Filtering your Web Visitors by visitor type
There are also a few pre-determined filters that you can select to further narrow your results.
<ul>
<li>
All visitors All of your Web Visitors</li>
<li>
New visitors Visitors with a first visit in the selected time frame</li>
<li>
Top visitors Visitors with at least three different page views, and with an assigned industry</li>
<li>
Linked to organization Visitors that are linked to an organization in your Pipedrive account</li>
<li>
Not linked to organization Visitors that are not linked to an organization in your Pipedrive account</li>
</ul>
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-05-14_at_9.38.23_AM.png" alt="Screen_Shot_2020-05-14_at_9.38.23_AM.png" width="501" height="280">
 You can create a custom filter for your website visitors by clicking on +Add new filter. The filter will show up in your filters list once it has been named, customized, and saved. 
<ul>
<li>
Country— by individual countries, multiple countries, or exclude certain countries. </li>
<li>
Page URL— by visitors who have visited specific pages or areas (URL paths) on your website. This filter is useful if you want to filter out visits from a specific marketing campaign, for example. </li>
<li>
Visit length— by the amount of time visited by seconds </li>
<li>
Visitor's industry— by industry the visitor is in </li>
<li>
Source/medium— by source of visit, such as 'google / organic', or 'direct'</li>
<li>
Visitor's employee count— the number of employees at the visitor's company </li>
<li>
Hostname (domain)— by the domain of the company </li>
<li>
Landing page path— by the pathway taken by the visitor </li>
<li>
Linked to Pipedrive organization— by whether the visitor is linked to an existing Pipedrive organization or not 
</li>
</ul>
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-11-04_at_1.58.38_PM.png" alt="Screen_Shot_2020-11-04_at_1.58.38_PM.png" width="600" height="464">
Hiding leads
If the visitor is irrelevant to you, you can choose to hide the lead by clicking on the '...' button on a visitor detail page. Once a visitor is hidden, they can not be un-hidden.
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-11-04_at_2.34.19_PM.png" alt="Screen_Shot_2020-11-04_at_2.34.19_PM.png" width="350" height="167">

<hr>
<h2>
<a name="C4IamCs"></a>Visitor details </h2>
The bar to the left of your visitor information will reflect the lead quality, which is determined by the number of page views in a visitor session. A full green bar means a higher quality lead, and a low red bar means a lower quality lead.
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-09-16_at_3.57.17_PM.png" alt="Screen_Shot_2019-09-16_at_3.57.17_PM.png" width="404" height="188">
 If you click on the visitor entry, a side panel will appear, containing the details on the company and the visit. 
<ul>
<li>
Company name and visits summary The number of times this company has visited your website, the last visit date, page views, and bounces (visits that are 1 page)</li>
<li>
"Linked to visitor" section Any leads, deals, or organizations that the visitor is linked to in Pipedrive. This is useful in tracking interest levels through visits even after deals and contacts have already been created. </li>
<li>
Company information Company information including description, address, website, industry, size, and any social media links</li>
<li>
Visits Details on each visit of the company, the source of each visit, number of pages visited, and the length of each visit</li>
</ul>
 <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-05-04_at_5.03.30_PM.png" alt="Screen_Shot_2020-05-04_at_5.03.30_PM.png" width="698" height="610">
You can expand each visit to see detailed information on each page that was visited.
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-10-09_at_2.32.19_PM.png" alt="Screen_Shot_2019-10-09_at_2.32.19_PM.png" width="700" height="361">

<hr>
<h2>
<a name="C5IamCs"></a>Converting visitors to leads, deals, and organizations</h2>
When you decide that a Web visitor has the potential to be a sale, you can convert it to a <a href="https://support.pipedrive.com/hc/en/articles/360001998358-Leads-Inbox-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001998358">lead</a>, <a href="https://support.pipedrive.com/hc/en/articles/207344265-Deals-What-they-are-and-how-to-add-them" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344265">deal</a>, or <a href="https://support.pipedrive.com/hc/en/articles/207344305-Contacts-People-and-Organizations-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344305">organization</a>. To do this, you can select the visitor in your Web Visitors inbox and click on +Lead, + Deal, or + Organization under the Linked to visitor section. 
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-05-04_at_5.03.30_PM.png" alt="Screen_Shot_2020-05-04_at_5.03.30_PM.png" width="602" height="252">
You will be notified if Pipedrive detects a potential duplicate in your organization list. 
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-05-04_at_7.43.55_PM.png" alt="Screen_Shot_2020-05-04_at_7.43.55_PM.png" width="599" height="469">
<div class="support-note primary">
Note: If you choose to add a visitor as a deal or a lead, an organization will automatically be created.</div>
 Once items are linked to the visitor, you can click through directly to the corresponding item's <a href="https://support.pipedrive.com/hc/en/articles/360000106249-Detail-View" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000106249">Detail page</a>. Information on the visits made by that company will be added to the linked deals and organizations as a note. 
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-05-04_at_5.20.21_PM.png" alt="Screen_Shot_2020-05-04_at_5.20.21_PM.png" width="600" height="298">
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-10-09_at_3.12.16_PM.png" alt="Screen_Shot_2019-10-09_at_3.12.16_PM.png" width="603" height="210">
In the organization detail page, you will see the newly created custom fields Linked web visitor and Latest web visit, that is automatically populated with Web Visitors information. These custom fields also make it easy for you to <a href="https://support.pipedrive.com/hc/en/articles/207497075-Filtering" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207497075">filter your organizations</a> in the list view. 
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-05-04_at_5.43.35_PM.png" alt="Screen_Shot_2020-05-04_at_5.43.35_PM.png">
 What if the same company visits again? 
Any new visits made from the Web Visitors will automatically appear in the Web visitor's page as well as in the <a href="https://support.pipedrive.com/hc/en/articles/360000106249-Detail-View" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000106249">Detail views</a> of any linked deals and organizations. The Latest web visit custom field will also be updated automatically with the latest visiting information so you can stay up to date with the latest activity of your ongoing deals.

Web Visitors feature

Our <a href="https://support.pipedrive.com/hc/en/articles/360002296018" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360002296018">Web Visitors feature</a> is fully committed to GDPR compliance. The Web Visitors tracker collects data through <a href="https://help.leadfeeder.com/en/articles/3561400-gdpr-privacy-and-security-summary" target="_blank">Leadfeeder's AWS infrastructure</a>, where it is encrypted both in transit and at rest. 
We collect the behavioural data of all website visitors, which includes pages viewed, visitor source, and time spent on the site. The visitor IP address is collected to detect the company and geographic location. We only show company visits and automatically filter out all users visiting from residential IP addresses.
If you use Web Visitors and want to comply with GDPR we recommend the following:
<ul>
<li>State your usage of Web Visitors in the same places you state your usage of Google Analytics</li>
<li>State your usage of Web Visitors in any places you list your usage of tracking and cookies </li>
</ul>
 To further comply with GDPR, when uninstalling the Web Visitors tracking script from your Pipedrive account, all of your visitor data will be deleted. 
We use Leadfeeder to power our Web Visitors feature. You can learn more about Leadfeeder and GDPR <a href="https://www.leadfeeder.com/leadfeeder-and-gdpr/" target="_blank">here</a>.

Is the Web Visitors feature GDPR compliant?

<div class="support-note primary">
Note: This action is only possible for admin users. </div>
 To set up your <a href="https://support.pipedrive.com/hc/en/articles/360002296018-Web-visitors-feature-Beta-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360002296018">Web Visitors</a> tracker, go to Leads &gt; <a href="/leads/leadfeeder">Web Visitors</a>, and then click on Set up Web Visitors. You will be prompted to set up your Web Visitors feature by embedding a tracker script into your website. 
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-04-29_at_4.53.54_PM.png" alt="Screen_Shot_2020-04-29_at_4.53.54_PM.png">
Once you copy the tracker to your clipboard, you can follow the following directions to install the script into your website depending on what you use to host your website. 
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-04-29_at_4.58.32_PM.png" alt="Screen_Shot_2020-04-29_at_4.58.32_PM.png" width="700" height="386">
You can still access your tracker script with an active Web Visitors account by clicking on the '...' button in the top left corner &gt; View tracker script. 
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-11-04_at_2.49.07_PM.png" alt="Screen_Shot_2020-11-04_at_2.49.07_PM.png" width="401" height="169">

<div class="support-sections">
Sections
<a href="#C1IamCs">1: Adding the tracker script directly to your website template </a>
<a href="#C2IamCs">2: Adding the tracker script using Google Tag Manager</a>
<a href="#C3IamCs">3: Adding the tracker script into your WordPress website using a plugin </a>
<a href="#C4IamCs">4. Adding the tracker script to your Wix website </a>
<a href="#C5IamCs">5: Adding the tracker script to your Squarespace website </a>
<a href="#C6IamCs">6: Activating the tracker script </a>
</div>

<hr>
<h2>
<a name="C1IamCs"></a>Adding the tracker script directly to your website template </h2>
To add the tracker script to your website template, go into the &lt;head&gt; tag of your HTML file and paste the script right before the closing &lt;/head&gt; tag. 
<h2><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-04-29_at_6.02.41_PM.png" alt="Screen_Shot_2020-04-29_at_6.02.41_PM.png" width="599" height="357"></h2>
<h2> </h2>
<hr>
<h2>
<a name="C2IamCs"></a>Adding the tracker script using Google Tag Manager</h2>
You can also use install the tracker script with Google Tag Manager. To do this, go to your Google Tag Manager Console and click on Tags &gt; New to add a new tag. 
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-04-30_at_5.28.13_PM.png" alt="Screen_Shot_2020-04-30_at_5.28.13_PM.png" width="702" height="441">
From there you can name, configure, and set up the trigger for your Web Visitors tag. 
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-04-30_at_5.43.21_PM.png" alt="Screen_Shot_2020-04-30_at_5.43.21_PM.png" width="700" height="441">
 Tag Configuration
To configure your Web Visitors tag, click on Tag Configuration &gt; Custom HTML, and paste your tracker script into the HTML window. 
<img src="https://kb-cms.pipedriveassets.com/tagconfiguration.gif" alt="tagconfiguration.gif" width="702" height="443">
 Triggering 
The trigger you choose will be the same one set up for your Google Analytics. Most of the time it will be "All Pages". 
<img src="https://kb-cms.pipedriveassets.com/triggering.gif" alt="triggering.gif" width="700" height="441">

After saving your new tag, make sure to submit and publish your changes. 
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-05-01_at_6.07.26_PM.png" alt="Screen_Shot_2020-05-01_at_6.07.26_PM.png" width="700" height="429">
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-05-01_at_6.07.35_PM.png" alt="Screen_Shot_2020-05-01_at_6.07.35_PM.png" width="700" height="441">

<hr>
<h2>
<a name="C3IamCs"></a>Adding the tracker script into your WordPress website using a plugin </h2>
To add the tracker script to your WordPress website, you will need a plugin that will allow you to add code to your website. To find and install plugin, go to Plugins &gt; Add New, and search for a plugin that will allow you to add custom code to the header, body, and footer of your WordPress website. <img src="https://kb-cms.pipedriveassets.com/install-tracker-with-wordpress-one.png" alt="install-tracker-with-wordpress-one.png" width="702" height="342"> You can also upload your own plugin if you have one in a .zip format. 
<img src="https://kb-cms.pipedriveassets.com/install-tracker-with-wordpress-4.png" alt="install-tracker-with-wordpress-4.png" width="702" height="365">
Once you find a plugin, you can click on install. There are a lot of plugins to choose from but we are using one called <a href="https://wordpress.org/plugins/header-footer/" target="_blank">Head, Footer, and Post injections</a> in this example. The plugin will have to be activated once it has been installed. 
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-05-04_at_12.29.43_PM.png" alt="Screen_Shot_2020-05-04_at_12.29.43_PM.png" width="702" height="443">
Once the plugin has been activated, you can then access the plugin settings and paste your Web Visitors tracker script into the header section of every page before saving. 
<img src="https://kb-cms.pipedriveassets.com/install-tracker-wordpress-7.png" alt="install-tracker-wordpress-7.png" width="704" height="370">
<img src="https://kb-cms.pipedriveassets.com/install-tracker-in-the-header-within-plugin.png" alt="install-tracker-in-the-header-within-plugin.png" width="703" height="238">

<hr>
<h2>
<a name="C4IamCs"></a>Adding the tracker script to your Wix website </h2>
You can read <a href="https://support.wix.com/en/article/embedding-custom-code-to-your-site" target="_blank">this article</a> to learn how to add the tracker script to your Wix website. 

<hr>
<h2>
<a name="C5IamCs"></a>Adding the tracker script to your Squarespace website </h2>
 You can read <a href="https://support.squarespace.com/hc/en-us/articles/205815908-Using-Code-Injection" target="_blank">this article</a> to learn how to add the tracker script to your Squarespace website. 

<hr>
<h2>
<a name="C6IamCs"></a>Activating the tracker script</h2>
Back in Pipedrive, the tracker script status will only show as installed once your website receives some visits after installing the tracker script. 
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-05-01_at_6.09.22_PM.png" alt="Screen_Shot_2020-05-01_at_6.09.22_PM.png" width="599" height="381">
Once the tracker script is active, you can now sort through your visitors and add them as leads, deals, and organizations in Pipedrive. You can read more about how to view and manage your Web Visitors <a href="https://support.pipedrive.com/hc/en/articles/360002296018-Web-Visitors-feature-Beta-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360002296018">in this article</a>.

Installing your Web Visitors tracker script

<div class="support-note primary">Note: Web Visitors is not included in the LeadBooster add-on and will be charged separately. </div>
 Your <a href="https://www.pipedrive.com/en/features/web-visitors-add-on" target="_blank">Web Visitors pricing</a> is determined by the number of unique organizations that visit your website per month. 
<hr>
What is a unique organization?
A unique organization is a company that visits your website. If the same company visits your site multiple times they still count as just one unique organization if they visit within the same month. If the company visits again next month, they will be counted as another unique organization. We filter out ISPs (Internet Service Providers) and other irrelevant traffic so you only pay for quality organizations. 

<hr>
Can you estimate which tier I will need before I set it up?
There is no way to estimate which tier you will need before setting up the Web Visitors feature. This is because there is unfortunately no formula we can apply based on your website traffic volume that would enable us to know what percentage are Internet Service Providers or unique visits.
However, we allow all users to trial Web Visitors for 14 days for free before subscribing to a tier. After 7 days of the trial, we will have enough visitor information to provide an estimate of the average number of visitors per month and offer you one of the three pricing plans. You will have the option to subscribe when you receive the subscription offer or at the end of your trial. 
Leads hidden in the first 7 days will not be counted towards your visitor count.

<hr>
What happens at the end of my free trial?
At the end of your 14-day trial, you will be sent an email notifying you of the trial expiration and the option to subscribe to the subscription offer. You will not be charged unless you choose to subscribe.
If you subscribe to the Web Visitors feature during your trial, your subscription will start immediately. 
If you are trialling Pipedrive and subscribe to Web Visitors during your trial, you will be charged once your Pipedrive trial ends.

How does Web Visitors pricing work?

Q: How does Web Visitors collect visitor data? 
A: We identify visitors based on their IP address, using a reverse IP address lookup. Only identifiable organizations will show up on your visitor list. This means that visitors visiting from places such as their home wifi or with their mobile phone network data will not appear. 
<hr>
Q: Why do I see more visitors in my web analytics tool than in Web Visitors? 
A: If you use Google Analytics or another web analytics tool for your website, you may see different numbers than shown in your Web Visitors page when viewing your visitors. 
This is because the Web Visitors feature will filter out any ISPs (Internet Service Providers), web crawlers, and other irrelevant traffic so you only pay for quality organizations. 
<hr>
Q: Is the Web Visitors feature GDPR compliant?
<div>
A: Our <a href="https://support.pipedrive.com/hc/en/articles/360002296018" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360002296018">Web Visitors feature</a> is fully committed to GDPR compliance. The Web Visitors tracker collects data through <a href="https://help.leadfeeder.com/en/articles/3561400-gdpr-privacy-and-security-summary" target="_blank">Leadfeeder's AWS infrastructure</a>, where it is encrypted both in transit and at rest. You can learn more about Web Visitors and GDPR in <a href="https://support.pipedrive.com/hc/en/articles/360012851458" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360012851458">this article</a>. 
<hr>
Q: How does Web Visitors pricing work? 
A: Your <a href="https://www.pipedrive.com/en/features/web-visitors-add-on" target="_blank">Web Visitors pricing</a> is determined by the number of unique organizations that visit your website per month. You can learn more about Web Visitors pricing in <a href="https://support.pipedrive.com/hc/en/articles/360012756597" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360012756597">this article</a>. 

<hr>
Q: Why do some of my views show as 00 minutes, 00 seconds?
A: Visit length is measured from opening the first page to opening the last page. If a visitor visits just one page, then there's no endpoint to measure, and the visit shows as 1 page, 0 seconds. 

<hr>
Q: Can I add my web visitors script to multiple websites?
You will be able to install the script on multiple websites. To distinguish visitors from different sites, you can create a filter with a Hostname (domain) condition. 
</div>

Web Visitors FAQ

Web Visitors

After you share or embed your <a href="https://support.pipedrive.com/en/article/web-forms">Web Form</a>, you will be able to monitor its performance and status. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202021-06-11%20at%204.00.31%20PM.png" data-image="21591" alt="web form performance"></figure>
<ul><li>Viewed— the number of times your web form has been viewed.</li><li>Interacted— the number of times a viewer interacted with your web form. Interacting, in this case, counts as when something was typed into the form field but not submitted. </li><li>Submitted— the number of submissions completed.</li><li>Conversion— the percentage of views that resulted in a submission. </li><li>Status— active or inactive. if you deactivate your web form, it will show up under Inactive Web Forms and show up as a broken link for viewers. </li></ul>
If you click on the '...' button next to each web form, you can edit, shared and embed, deactivate, duplicate, and delete the web form.

Web Forms: Reporting and Performance

<div class="support-note primary">
Note: The <a href="https://www.pipedrive.com/en/features/web-forms">Web Forms</a> feature is part of the Leadbooster add-on. Web Forms can only be set up by the account admin user.</div>
 Pipedrive <a href="https://www.pipedrive.com/en/features/web-forms">Web Forms</a> allow you to create your own personalized, embeddable forms for your website to collect your website visitors' information and funnel them into Pipedrive as deals or leads. 
<div class="support-sections"> 
Sections
<a href="#C1IamCs">1: Creating a Web Form</a>
<a href="#C2IamCs">2: Editing a Web Form</a>
<a href="#C3IamCs">3: Submit options</a>
<a href="#C4IamCs">4: Customising form style</a>
<a href="#C5IamCs">5: Share and embed</a>
<a href="#C6IamCs">6: Consent fields for Web Forms</a>
</div>
<hr>
<h2>
<a name="C1IamCs"></a>Creating a Web Form</h2>
To begin creating a Web Form, go to the Leads section of your account, and select Web Forms. Select Try Web Forms to begin using the feature. 
<figure><img src="https://kb-cms.pipedriveassets.com/forms.png" alt="forms.png" width="985" height="432" data-image="3z7sdaaqrhot"></figure>
Click New Web Form to begin. The first options you will need to choose are Theme, Style, and Template. For the Theme, you will choose the primary and background colors, as well as whether your form will be light or dark. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-07-23_at_11.59.29.png" alt="Screenshot_2020-07-23_at_11.59.29.png" width="504" height="378" data-image="a6qybvwjc7pn"></figure>
Next, you will select the form Style, choosing your options for the Font, Field style, and Web Form language.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-07-23_at_12.02.40.png" alt="Screenshot_2020-07-23_at_12.02.40.png" width="500" height="375" data-image="z7e5e4b2denr"></figure>
The last step is to select a Template. You have four options for your form Template:
<ul>
<li>Contact us - Allow your website visitors to get in touch with you</li>
<li>Registration - Collect information for registering people to your site, service, product, or program</li>
<li>Download material - Give access to files after submission</li>
<li>Blank - Start by just asking for an email address and build on top of that</li>
</ul>
 After choosing your template, select Create Web Form.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-07-23_at_12.04.50.png" alt="Screenshot_2020-07-23_at_12.04.50.png" width="500" height="503" data-image="7ml8leq1m65h"></figure>
<hr>
<a name="C2IamCs"></a>
<h2>Editing a Web Form</h2>
The Form editor is where you will structure your web form. You can add blocks to your form to define what information you would like to collect. The Introduction block is mandatory in your form. To edit a block, click on the pencil icon to expand the block. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Capture_on_2020-07-23_at_12-24-05.gif" alt="Screen_Capture_on_2020-07-23_at_12-24-05.gif" width="700" height="534" data-image="lf9igjujd8r4"></figure>
To add a new block, hover over the form editor and click the plus sign (+) where you would like the next block to be in the form.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-07-23_at_12.26.47.png" alt="Screenshot_2020-07-23_at_12.26.47.png" width="400" height="508" data-image="f9e1tlyea88g"></figure>
There are two block types you can have, an Input field or Message.
The Input field allows you to collect information from your website visitors such as their name, phone number, email address, or a variety of <a href="https://support.pipedrive.com/hc/en/articles/207228075-Custom-Fields" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207228075">custom fields</a> from your account. You also have the option to decide if the block should be required in the form. Currently, these custom field types are supported in our web forms:
<ul>
<li>Text</li>
<li>Large Text</li>
<li>Single Option</li>
<li>Multiple Option</li>
<li>Date</li>
<li>Address</li>
<li>Monetary</li>
<li>Numerical</li>
<li>Phone</li>
</ul>
 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-07-23_at_12.40.19.png" alt="Screenshot_2020-07-23_at_12.40.19.png" width="400" height="377" data-image="sjrlod68mjtq"></figure>
The other block type is the Message type block. Here you can add text throughout the form for your website visitors to read.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-07-23_at_12.44.25.png" alt="Screenshot_2020-07-23_at_12.44.25.png" width="400" height="303" data-image="xhwow9kebyac"></figure>
The last block in your form is the Submit button and is also mandatory. The Submit button block allows you to choose the text on the button, as well as choose whether or not the form is spam-protected. By enabling Spam protection, the latest version of reCAPTCHA will be used for seamless protection against spam. For more information on reCAPTCHA you can check out their <a href="https://www.google.com/recaptcha/intro/v3.html" target="_blank">website</a>. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-07-23_at_12.51.17.png" alt="Screenshot_2020-07-23_at_12.51.17.png" width="401" height="197" data-image="b2n9ym9l8dv7"></figure>
<hr>
<a name="C3IamCs"></a>
<h2>Submit options</h2>
Success page
The first part of the Submit options section allows you to choose what should happen after a visitor submits your form. On the left-hand side of the screen, you will be able to see a preview of the success page. You have two options:
<ul>
<li>Show thank you message</li>
<li>Redirect to another website <img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-08-06_at_12.57.08.png" alt="Screenshot_2020-08-06_at_12.57.08.png" data-image="5wdvoyqkyj0r">
</li>
</ul>
 
Saving preferences
You will then be able to choose your Saving preferences. Here you can select whether the form submitted should be added to your Pipedrive account as a deal or a lead. You also have the option to add a Deal or Lead title prefix, which allows you to quickly identify that this deal or lead was created through the web form.

<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-07-23_at_12.59.04.png" alt="Screenshot_2020-07-23_at_12.59.04.png" width="400" height="279" data-image="k985lglvst34"></figure>


You can also select the owner of the new deal or lead, and choose whether or not the owner should receive an email notification with each web form submission. 
<hr>
<a name="C4IamCs"></a>
<h2>Customizing form style</h2>
In the Style section, you can finalize the color, theme, and style and the theme of your web form.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-07-23_at_13.05.56.png" alt="Screenshot_2020-07-23_at_13.05.56.png" width="700" height="518" data-image="651eczaqylrq"></figure>
Below the form style, you will see Advanced Options for your web form. Click on the arrow to expand the box to view the advanced options. Here you can edit the:
<ul>
<li>Text and field size</li>
<li>Layout</li>
<li>Language</li>
<li>Footer Appearance</li>
</ul>
 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-07-23_at_13.08.30.png" alt="Screenshot_2020-07-23_at_13.08.30.png" width="300" height="403" data-image="0tgh7tpewqa7"></figure>
<div class="support-note primary">
Note: By editing the footer appearance, you have the ability to remove Pipedrive branding from your Web Form.
</div>
<hr>
<a name="C5IamCs"></a>
<h2>Share and embed</h2>
Once you have created your web form it is ready to be shared with your website visitors. There are two ways for you to share your web form. You can either share a direct link with your potential clients or embed the form on your website. Under the Share and embed tab, you have both of these options. 
 Previewing your Web Form
In the PREVIEW window on the right-hand side of the page, you can switch to view how the form will appear, whether it is embedded on your website or as a standalone option (direct link).
<figure><img src="https://kb-cms.pipedriveassets.com/embed.png" alt="embed.png" width="700" height="515" data-image="e0s0nc6t57i0"></figure>
 
 Sharing or embedding your Web Form
Under Share via link, you can select the option to Copy to clipboard. Then you can paste the link where you would like your potential clients to click on it, or send it to them directly. 
<figure><img src="https://kb-cms.pipedriveassets.com/clipboard.png" alt="clipboard.png" width="500" height="211" data-image="om6j7f37c1r1"></figure>
If you would like to have the form visible on your website, you can learn how to do this in the Embed the form on your website section. Here there are general instructions on embedding our web forms, as well as specific instructions if you use WordPress or Squarespace. Click on any of the options to expand the instructions. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Capture_on_2020-07-23_at_13-35-42.gif" alt="Screen_Capture_on_2020-07-23_at_13-35-42.gif" width="400" height="515" data-image="9sbg8dli4ega"></figure>
<hr>
<a name="C6IamCs"></a>
<h2>Consent fields for Web Forms</h2>
Although Pipedrive does not have a default consent field for your Web Forms, we do have a workaround that allows you to create a checkbox where your contacts can mark their consent. First, you can create a single option field in your Pipedrive account, with yes or no as your two options. Once you have added this to your account, you can then add it to your web form, and mark it as required. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2021-01-21_at_09.57.18.png" alt="Screenshot_2021-01-21_at_09.57.18.png" width="400" height="462" data-image="11gfb5y3mlfm"></figure>
For more information on how to create custom fields, you can <a href="https://support.pipedrive.com/hc/en/articles/207228075-Custom-Fields" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207228075">read this article</a>, or if you would like to read more about Pipedrive and GDPR, <a href="https://support.pipedrive.com/hc/en/articles/360000335129-Pipedrive-and-GDPR" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000335129">click here</a>.

Web Forms

Our Prospector feature is designed to be used in full compliance with GDPR and other international data regulations.
We advocate respect towards individuals' privacy in every step of the B2B sales and marketing process. Prospector fetches only the data that matches your chosen criteria, allowing you to operate within the legitimate interests that you have defined. The database Prospector connects to has been compiled lawfully, keeping data subjects informed and in control of their data. 
How do we ensure GDPR compliance?
<ol>
<li>We only collect relevant and necessary data that allows you to operate within your legitimate interests. 
</li>
<li>We have conducted security and privacy assessments on service providers engaged in the processing of the data you've requested. 
</li>
<li>We are committed to open and transparent communication in instances where we receive a data subject request, third party request, or perceive a threat to the security of our data. </li>
</ol>
 To ensure you continue to <a href="https://www.pipedrive.com/en/blog/data-protection-rules-regulations" target="_blank" data-stringify-link="https://www.pipedrive.com/en/blog/data-protection-rules-regulations" data-sk="tooltip_parent">comply with GDPR</a> and other laws that apply to<a href="https://www.pipedrive.com/en/blog/b2b-prospecting" target="_blank" data-stringify-link="https://www.pipedrive.com/en/blog/b2b-prospecting" data-sk="tooltip_parent"> B2B prospecting</a>, you should define the legitimate interests that justify your collection and use of this data, inform the data subjects accordingly, and include an opt-out for and remove any prospects who no longer wish to be contacted.

Is the Prospector feature GDPR compliant?

The Prospector feature has access to a B2B database of 400 million business profiles and 10 million companies. The data can come from public or private sources. 
<ul>
<li>
Public— Public B2B data can be collected from any data sources that are freely available and in the public domain, including data from websites, social profiles, and news articles. </li>
<li>
Private— Private B2B data comes from data sources that are secured from the public view, and can only be accessed via subscription, permission, or payment, including paywalled websites, financial and market intelligence, and DaaS providers. </li>
</ul>
 Powered by an AI engine, Prospector then updates and verifies up to 800,000 profiles every day to make sure the data provided to our customers is accurate and up-to-date. 
Our Prospector feature is fully GDPR compliant. You can read more in <a href="https://support.pipedrive.com/hc/en/articles/360012851478" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360012851478">this article</a>.

How does the Prospector feature collect data? 

<div class="support-note primary">
Note: Prospector is part of the <a target="_blank" data-stringify-link="https://support.pipedrive.com/hc/en-us/articles/360012851418" delay="150" data-sk="tooltip_parent" href="https://support.pipedrive.com/hc/en/articles/360012851418" rel="noopener noreferrer">LeadBooster add-on</a>. When you trial the LeadBooster add on, you will receive 10 free Prospector credits to try out the feature. When paying for LeadBooster you you will also receive 10 Prospector lead credits monthly at no additional cost. Learn more <a href="https://support.pipedrive.com/en/article/prospector-leadbooster-billing">here</a>.
</div>
 Prospector is an outbound lead generation tool that will allow you to search for and gather high quality leads based on set criteria.
After entering a search query, Prospector will display all organizations and contacts that match your requirements. You can then choose to add these potential leads to your <a href="https://support.pipedrive.com/hc/en/articles/360001998358" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001998358">Leads Inbox</a> to start engaging with them right away. 
All users can search for leads with Prospector, however, admin users will need to give permission for regular users to be able to add Prospector leads to the Leads Inbox. Only admin users can purchase more lead credits in the account.
<div class="support-note primary">
Note: The Prospector feature is designed to be fully in compliance with GDPR and other international data regulations. Learn more in <a href="https://support.pipedrive.com/hc/en/articles/360012851478" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360012851478">this article</a>. </div>
<div class="support-sections">
Sections
<a href="#C1IamCs">1: Using Prospector</a>
<a href="#C2IamCs">2: Adding leads to your account</a>
<a href="#C3IamCs">3: How does Prospector avoid duplicates?</a>
<a href="#C4IamCs">4: How can I add more credits?</a>
<a href="#C5IamCs">5: Reporting inaccurate leads</a>
</div>
<hr>
<h2>
<a name="C1IamCs"></a>Using Prospector</h2>
To open Prospector, go to your Leads &gt; Prospector.
<figure><img src="https://kb-cms.pipedriveassets.com/pros.png" alt="pros.png" width="300" height="354" data-image="gqppdtfzenpe"></figure>
When you open Prospector from the leads section of your account, you will have a clear filter to add conditions in order to search for specific leads. You can search for both person or organization fields such as the organization industry, name, or country, as well as the person job title, seniority, or full name. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-22_at_11.42.54.png" alt="Screenshot_2020-09-22_at_11.42.54.png" width="1024" height="944" data-image="qj1n1xz2ylgi"></figure>
After specifying your desired search conditions, click Search in the top right-hand corner. A list of potential leads will appear for you to look through. 
At the top of the page, you will see your selected search criteria with the option to Edit your filter conditions. To get more detailed information on your lead results, click on the organization name. The available contact people will appear once the organization's information is expanded. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-07-14_at_14.44.57.png" alt="Screenshot_2020-07-14_at_14.44.57.png" width="650" height="606" data-image="qb69aps9da8c"></figure>
 After clicking on an organization, you will see the Organization details with a description of the organization, as well as extra details and clickable web links for you to gain more information on the potential lead. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-07-22_at_11.17.03.png" alt="Screenshot_2020-07-22_at_11.17.03.png" data-image="4rtk5v0rpkui"></figure>
 Before choosing to add a specific lead to your Leads Inbox, you can see icons representing what contact information you will receive such as a phone number, email address, LinkedIn profile, or previous job positions. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-07-22_at_11.19.48.png" alt="Screenshot_2020-07-22_at_11.19.48.png" data-image="ikvte3naexjb"></figure>
<div class="support-note primary">
Note: The Prospector feature has access to a unique database of 400 million profiles and 10 million companies gathered from high-quality public and private sources. You can learn more about how Prospector collects data in <a href="https://support.pipedrive.com/hc/en/articles/360012981618" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360012981618">this article</a>. 
</div>
<h2> </h2>
<hr>
<h2> <a name="C2IamCs"></a>Adding leads to your account</h2>
<div class="support-note primary">
Note: Every lead you add uses one lead credit. If you run out of credits, check the next section to see how you can purchase more credits.</div>
 To add a lead and reveal the person's name and detailed information, with the organization details expanded, click on + Lead on a contact person. 
<figure><img src="https://kb-cms.pipedriveassets.com/Untitled.png" alt="Untitled.png" width="649" height="606" data-image="3nva35utvpl9"></figure>
 You will then see all of the data we have for this contact person and have the option to View lead.
<figure><img src="https://kb-cms.pipedriveassets.com/jm.png" alt="jm.png" data-image="qy1dir2grnkg"></figure>
Regular users will be able to view leads, but in order for them to be able to add leads, an admin user in the account will need to enable the Add Prospector leads permission to users in the given <a href="https://support.pipedrive.com/hc/en/articles/360000309478-Permission-Sets" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000309478">permission set</a>.
<figure><img src="https://kb-cms.pipedriveassets.com/Untitled.png" alt="Untitled.png" width="299" height="231" data-image="kdh22fsxhm7c"></figure>
Once you have clicked on the + Lead button, that contact will be added to your Leads Inbox. From there, you will see additional information on your lead. You can also add more details that you have gathered, and add notes to the lead profile. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-22_at_11.58.40.png" alt="Screenshot_2020-09-22_at_11.58.40.png" width="1065" height="972" data-image="5c9g23nx8p76"></figure>
 At the bottom of the page, you can also create an activity with your lead, or convert your lead to a deal. 
<figure><img src="https://kb-cms.pipedriveassets.com/Untitled.png" alt="Untitled.png" width="647" height="246" data-image="kjrlf1m2rbz9"></figure>
<hr>
<h2>
<a name="C3IamCs"></a>How does Prospector avoid duplicates?</h2>
In order for you to avoid adding leads that are duplicates of contacts in your Pipedrive account already, we have a duplicate checker. 
Organizations
If you click on a lead, Prospector will check the organization name against your Pipedrive contact organizations displaying a warning sign if you have a contact in Pipedrive with the same name as the organization. In the organization details section, you will see a warning notifying you that Similar organizations exist in your contact base. This allows you to easily open up similar organizations to browse through your existing deals and contact persons.
<figure><img src="https://kb-cms.pipedriveassets.com/warning.png" alt="warning.png" data-image="hnt2ja8rknwu"></figure>
If you click Review, the possible duplicate organization name and address are displayed. You can decide whether or not you believe it is a duplicate, and choose to link the organizations together adding the information to your contact data in Pipedrive, or you can also choose not to link the organizations, keeping the contact and lead organizations separate.
<figure><img src="https://kb-cms.pipedriveassets.com/review.png" alt="review.png" data-image="8faaqt5bu4ex"></figure>
Contact persons or leads
Prospector also runs a duplicate check once you click on + Lead. When checking for duplicate leads, we search for the lead title and the lead's person name in your Leads Inbox.
For contact persons in your Pipedrive account, the duplicate search is based on the contact person name.
When possible duplicates are found, there is a pop-up message notifying you to check the leads to make sure they are not duplicates.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-07-24_at_14.48.54.png" alt="Screenshot_2020-07-24_at_14.48.54.png" width="450" height="519" data-image="2cv5txqqji6t"></figure>
When you click on the possible duplicate, their information is opened in a new tab for you to review the details and make sure it is not a duplicate. Then you can choose whether to Proceed with adding lead or click Cancel to stop the process.
<hr>
<h2>
<a name="C4IamCs"></a>How can I add more credits?</h2>
<div class="support-note primary">Note: At your subscription renewal (or the end of your monthly credit allowance period if paying annually), all remaining Prospector lead credits in your account will expire, and new credits will be added to your account.</div>
 If you use all of your credits and wish to add more, you can purchase these separately. Any admin user can click on the leads counter, followed by the information button (i). 
<figure><img src="https://kb-cms.pipedriveassets.com/add_credits.png" alt="add_credits.png" width="448" height="576" data-image="7e8l9zma12an"></figure>
You will then have the option to choose the number of credits wanted. Click Select package on the option you would like to purchase.” -&gt; “You will then have the option to choose between adding more credits to your subscription on a recurring basis or via one-time packages. Click Purchase credits when you have selected the option you prefer.<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202021-06-17%20at%2010.59.15%20AM-1.png" data-image="22733" alt="prospector credits"></figure>

You will then be directed to a billing page where you can review the purchase, and confirm.” -&gt; “You will then be directed to a billing page where you can review the purchase, and confirm. Learn more about adding credits <a href="https://support.pipedrive.com/en/article/prospector-leadbooster-billing">here</a>. 
<hr>
<h2>
<a name="C5IamCs"></a>Reporting inaccurate leads</h2>
<div class="support-note primary">
Note: Inaccurate leads must be reported within ten days of being purchased. Any lead converted that has been converted to a deal can not be reported.
</div>
 If you happen to notice that you have an inaccurate lead, for example, if the phone number is disconnected or the email address is no longer active, you should report this to our team for an investigation to get your lead credit back. 
To do so, in the lead details click on the three dots (...) and select Report inaccurate lead. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-07-22_at_14.19.56.png" alt="Screenshot_2020-07-22_at_14.19.56.png" data-image="roo9o8jgfbd2"></figure>
You will be prompted to fill out a form describing the inaccuracies of the lead, as well as additional details if you would like to give some more information.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-07-21_at_15.26.17.png" alt="Screenshot_2020-07-21_at_15.26.17.png" width="450" height="365" data-image="2vg6fzlif8ih"></figure>
After sending your report, the information you have been provided will be sent for review by our team. Please be aware that this process can take a few days. As soon as our team has reviewed your lead, we will reach out to you directly with any feedback on your case, and whether or not the lead was deemed inaccurate.

Prospector

You can easily manage your <a href="https://support.pipedrive.com/hc/en/articles/360008032277" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360008032277">Live Chat</a> conversations on the go by using the Live Chat functionality on our mobile apps. 
When using the Pipedrive mobile app, it is important to make sure you are using the latest version of the app. To do this, go to the <a href="https://apps.apple.com/us/app/pipedrive/id921456160" target="_blank">Apple App store</a> or <a href="https://play.google.com/store/apps/details?id=com.pipedrive" target="_blank">Google Play store</a> from your mobile device and check to see that the Pipedrive app is downloaded and up to date. 
<div class="support-sections">
Sections
<a href="#C1IamCs">1: Accessing Live chat in your mobile app</a>
<a href="#C2IamCs">2: Managing your conversations</a>
<a href="#C3IamCs">3: Mobile notifications</a>
</div>

<hr>
<h2>
<a name="C1IamCs"></a>Accessing Live Chat in your mobile app</h2>
You can access your Live Chat conversations by going to More &gt; Live Chat in the Pipedrive mobile app. 
<img src="https://kb-cms.pipedriveassets.com/livechat.png" alt="livechat.png" width="300" height="650">
In the Live Chat page, you can see your ongoing conversations, closed conversations, and any unassigned conversations. Any new conversations will show up under Unassigned.
<img src="https://kb-cms.pipedriveassets.com/livechatpage.png" alt="livechatpage.png" width="298" height="645">

<hr>
<h2>
<a name="C2IamCs"></a>Managing your Conversations 
</h2>
If you select a new conversation, you can assign it to yourself or to another online user. Once it's been assigned to you, you can start chatting with your visitor. 
<img src="https://kb-cms.pipedriveassets.com/livechatassign.gif" alt="livechatassign.gif" width="300" height="653">
If you click on the '...' icon in the top right corner, you will be able to close, reassign, or mark the conversation as unassigned when you're finished with the conversation. 
<img src="https://kb-cms.pipedriveassets.com/managelivechat.png" alt="managelivechat.png" width="300" height="649">

<hr>
<h2>
<a name="C3IamCs"></a>Mobile Notifications </h2>
By enabling mobile notifications for Live chat, you will always be up to date on the newest conversations or messages from your visitors. You will get a notification when the following occurs: 
<ul>
<li>A new conversation is added to the unassigned folder </li>
<li>New message from a conversation assigned to you </li>
<li>Assignment of a new conversation </li>
</ul>
 You can manage your Live Chat notifications by going to More &gt; Preferences &gt; Notifications &gt; Live Chat in your Pipedrive mobile app. 
<img src="https://kb-cms.pipedriveassets.com/pushlivechat.png" alt="pushlivechat.png" width="300" height="649">
If you don't have mobile notifications for Pipedrive set up yet, you can learn how to do so <a href="https://support.pipedrive.com/hc/en/articles/360009510797" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360009510797">in this article</a>.

Live Chat in the Mobile App

When using Pipedrive's <a href="https://support.pipedrive.com/hc/en/articles/360008032277-Live-Chat-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360008032277">Live Chat</a> feature, you may notice that you are not receiving desktop notifications as expected. Here you will learn the common reasons for this issue and some simple steps to fix it and make sure your notifications are set up correctly.
<div class="support-sections">
Sections
<a href="#C1IamCs">1: Pipedrive issues</a>
<a href="#C2IamCs">2: Browser settings</a>
<a href="#C3IamCs">3: Other solutions</a>
<a href="#C4IamCs">4: Reset your notifications</a>
</div>

<hr>
<h2>
<a name="C1IamCs"></a> Pipedrive issues</h2>
If you notice that you are not receiving notifications on your desktop, this could also have to do with whether your Pipedrive window is open, or how it is set up.
<ul>
<li>
You are working in a Live Chat conversation— If you have the Pipedrive web app open and are working directly in the Live Chat window, no desktop notifications will appear for that specific conversation. This means that when you have the Live Chat window open, you will only see desktop notifications from different conversations that you are not currently focused on.</li>
<li>
You are set as offline— In order to receive desktop notifications from Live Chat, you will need to make sure that you are set to online. Scroll down to the bottom left of the Live Chat page and toggle to I'm online. <img src="https://kb-cms.pipedriveassets.com/Screen_Capture_on_2020-09-22_at_11-33-22.gif" alt="Screen_Capture_on_2020-09-22_at_11-33-22.gif" width="928" height="696"> 
</li>
<li>
The subscription (allowing notifications) has not been created yet— The subscription is created when Pipedrive is loaded. So if you have selected to allow notifications in your browser, please refresh the page in order for the settings to be successfully updated.
</li>
</ul>

<hr>
<h2>
<a name="C2IamCs"></a>Browser settings</h2>
The most common issues with your desktop notifications are caused by your browser settings. Here are some of our most common browser issues:
<ul>
<li>
Browser not running— For most browsers, the browser application needs to run for notification to appear. It is not necessary for the Pipedrive tab to be open for notifications to appear. </li>
<li>
The browser does not support notifications— Some browsers may not support notifications. We suggest using Google Chrome or Firefox, as both of these browsers support desktop notifications.</li>
<li>
Notifications are disabled in the browser— In order for some browsers to show desktop notifications, you will need to enable notifications in order to receive them. </li>
</ul>

How can I enable desktop notifications on my browser?
For Macs, go to System preferences &gt; Notifications &gt; Google Chrome (or your browser) &gt; Allow Notifications from Google Chrome. <img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-08-27_at_14.39.49.png" alt="Screenshot_2020-08-27_at_14.39.49.png" width="600" height="470">
For Windows, go to Settings &gt; System &gt; Notifications &amp; Actions &gt; Under “Get notifications from these senders” select Google Chrome (or your browser).
<img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-08-27_at_14.56.17.png" alt="Screenshot_2020-08-27_at_14.56.17.png" width="600" height="307"> 
<hr>
<h2>
<a name="C3IamCs"></a>Other solutions</h2>
Computer “Do not disturb” setting enabled
Most systems have a "Do not disturb" setting that will prevent you from receiving notifications when enabled. Desktop notifications will not appear if your computer is set to not be disturbed.
If you are using a Mac, this can be changed in the Notifications section under your System Preferences. You can learn how to use the Do not disturb feature <a href="https://support.pipedrive.com%20https://support.apple.com/en-gb/guide/mac-help/mchl999b7c1a/mac" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="20">in this article</a>.
<img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-08-28_at_16.37.57.png" alt="Screenshot_2020-08-28_at_16.37.57.png" width="601" height="472"> 
For Windows 10, this feature is called Focus assist. It is located in the panel on the right-hand side of your screen, and can also be accessed through your settings. You can learn how to use Focus assist <a href="https://support.microsoft.com/en-us/help/4026996/windows-10-turn-focus-assist-on-or-off" target="_blank">in this article.</a>
<img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-08-28_at_16.46.54.png" alt="Screenshot_2020-08-28_at_16.46.54.png" width="603" height="508">
<div>
<div>
<div>
<div>
<div>
<div>
<div>
 
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<hr>
<h2>
<a name="C4IamCs"></a>Reset your Notifications</h2>
If you did not find the solution to your notifications issue above, you should reset your notifications. To do so, you should:
<ul>
<li>Block notifications for [yourcompany].pipedrive.com domain <img src="https://kb-cms.pipedriveassets.com/Notifications_setting.png" alt="Notifications_setting.png" width="600" height="377"> 
</li>
</ul>

<ul>
<li>Refresh the Pipedrive window</li>
<li>Allow notifications again</li>
<li>Refresh the Pipedrive window again</li>
</ul>
 Once this has been done, a new subscription will be created (and the old one removed) and any issues connected to possible wrong subscriptions should be resolved.
If the problem persists after all of the above, try another browser. This way we can determine if it is a browser-specific issue. If the issues persist, <a href="https://support.pipedrive.com/hc/en/articles/115005875565-How-can-I-contact-Pipedrive-Support-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005875565">contact our support team</a>.

Live Chat: Troubleshooting Desktop Notifications

<div class="support-note primary">
Note: Live Chat is included in the LeadBooster add-on and cannot be purchased separately. </div>
The Live Chat feature is a functionality added to your <a href="https://support.pipedrive.com/hc/en/articles/360001584177-LeadBooster" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001584177">Chatbot playbook</a> flow that will allow you to engage directly with your website visitors and personalize your lead qualification process. 
Whether from your desktop or one of Pipedrive's Android or iOS apps - you'll be able to chat with your prospects live directly from Pipedrive and qualify them as you talk. We'll notify you on any device the moment a chat is requested - so you can now react quicker to engaged web visitors and convert more leads to customers.
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/2KBV1ARQUFoZJoEuecMzhk.jpg" data-uuid="2KBV1ARQUFoZJoEuecMzhk" data-v="4" data-type="inline" data-image="z06fz8xg0f8v"></figure>
<div class="support-sections">
Sections
<a href="#C1IamCs">1: Accessing Live Chat</a>
<a href="#C2IamCs">2: Configuring Live Chat </a>
<a href="#C3IamCs">3: Managing your conversations</a>
<a href="#C4IamCs">4: Collecting user information</a>
<a href="#C5IamCs">5: Desktop notifications</a>
<a href="#C6IamCs">6: Live Chat in the mobile app</a>
</div>
<hr>
<h2>
<a name="C1IamCs"></a>Accessing Live Chat </h2>
You can add the Live Chat functionality to an existing Chatbot playbook or create a new playbook with the Live Chat template. You can access the Live Chat feature in two locations: 
By going to Leads &gt;<a href="/leads/leadbooster">Chatbot</a>, where you can add a new playbook or add a Live Chat card to an existing playbook. 
<figure><img src="https://kb-cms.pipedriveassets.com/CB.png" alt="CB.png" width="845" height="529" data-image="f400f74bmpcw"></figure>
By going to Leads &gt; Live Chat &gt; <a href="/leads/conversations">Configure Live Chat</a>, and creating a new playbook with the Live Chat template or selecting an existing playbook. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-22_at_11.29.23.png" alt="Screenshot_2020-09-22_at_11.29.23.png" width="958" height="687" data-image="41hibqg88l1h"></figure>
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-05-07_at_4.07.15_PM.png" alt="Screen_Shot_2020-05-07_at_4.07.15_PM.png" data-image="d3ym0eyqa50c"></figure>
<hr>
<h2>
<a name="C2IamCs"></a>Configuring the Live Chat </h2>
<div class="support-note primary">
Note: This action is only available to Admin Users.
</div>
 If you are setting up a new Live Chat playbook, you will be prompted to <a href="https://support.pipedrive.com/hc/en/articles/360001593957-How-can-I-customize-the-look-of-my-LeadBooster-chatbot-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001593957">customize the bot's colors, icon, and language</a> as you would a regular Chatbot playbook. 
When you get to the conversation template page, click on Chat with your leads to set up the Live Chat template. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-05-06_at_5.12.23_PM.png" alt="Screen_Shot_2020-05-06_at_5.12.23_PM.png" width="600" height="554" data-image="koseg302ufto"></figure>
<div class="support-note primary">
Note: Each playbook pathway can only have one Live Chat card. </div>
 You can set up the other chatbot pathways as you would a typical Chatbot playbook. Learn how to customize the behavior <a href="https://support.pipedrive.com/hc/en/articles/360001593917-How-can-I-edit-the-behavior-of-my-LeadBooster-chatbot-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001593917">in this article</a>. 
The first card you see in the Live Chat pathway is the behavior of your chatbot if the visitor chooses to speak to someone. The text of the Live Chat pathway can be changed by clicking on the question card that prompts users to select a path. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-05-08_at_5.52.57_PM.png" alt="Screen_Shot_2020-05-08_at_5.52.57_PM.png" width="700" height="411" data-image="toe77w285z6r"></figure>
The Chatbot chat will move into the Live Chat flow if there is at least one Pipedrive user online. If there are no users online, the chat will be automatically brought to the offline mode flow that appears under your Live Chat card. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-05-07_at_4.32.50_PM.png" alt="Screen_Shot_2020-05-07_at_4.32.50_PM.png" width="401" height="503" data-image="przy153n14j7"></figure>
<ul>
<li>
Online message— This is the message that will be shown to visitors if there is at least one user online available to take the chat. </li>
<li>
Waiting time— The amount of time that the visitor will wait for a Pipedrive user to pick up the chat. In this amount of time, a Pipedrive user will have to go into the Unassigned folder, pick up this chat, and assign it to themself in order for the chat to proceed.</li>
<li>
Offline message— If the chat isn't picked up in the time configured in the Waiting time, visitors will be shown this message and brought to the offline mode flow. </li>
</ul>
Offline mode 
It's important to capture interested visitors even if no Pipedrive users are online to take the chat. If all users are offline, you can set up your offline flow to qualify or disqualify the lead and create actionable follow-up items in your Pipedrive account such as <a href="https://support.pipedrive.com/hc/en/articles/207344415-Activities" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344415">activities</a>, <a href="https://support.pipedrive.com/hc/en/articles/360001998358-Leads-Inbox-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001998358">leads</a>, or <a href="https://support.pipedrive.com/hc/en/articles/207344265-Deals-What-they-are-and-how-to-add-them" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344265">deals</a>. You can read about how to set up capture cards for your qualified leads <a href="https://support.pipedrive.com/hc/en/articles/360001593917-How-can-I-edit-the-behavior-of-my-LeadBooster-chatbot-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001593917">in this article</a>. 
Once the live chat playbook is set to active and <a href="https://support.pipedrive.com/hc/en/articles/360001593937-How-can-I-host-or-embed-my-LeadBooster-playbook-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001593937">installed on your website</a>, you can go over to your Live Chat inbox and wait for your website visitors to start chatting with you. 
<hr>
<h2>
<a name="C3IamCs"></a> Managing your conversations </h2>
When in the <a href="/leads/conversations">Live Chat inbox</a>, you will have to set yourself to online in the bottom left corner to start receiving chats. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-05-07_at_11.39.00_PM.png" alt="Screen_Shot_2020-05-07_at_11.39.00_PM.png" width="698" height="387" data-image="4clnwjb4kjlc"></figure>
Once a website visitor goes through the chatbot flow and selects the response that will trigger the Live Chat flow, a conversation will be created and added to the Unassigned folder in your Live Chat page. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-05-07_at_11.39.48_PM.png" alt="Screen_Shot_2020-05-07_at_11.39.48_PM.png" width="299" height="392" data-image="lyd1wvmzmoc5"></figure>
 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-05-08_at_4.25.47_PM.png" alt="Screen_Shot_2020-05-08_at_4.25.47_PM.png" width="698" height="421" data-image="747sphtqbfs8"></figure>
After you assign it to yourself, the conversation will show under My Conversations. You can then start chatting with your visitor.
In the visitor's chat window, it will show that the Pipedrive user who picked up the chat has joined the window. The default name of your chatbot will be updated to reflect the name of this Pipedrive user. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-05-08_at_4.26.11_PM.png" alt="Screen_Shot_2020-05-08_at_4.26.11_PM.png" width="702" height="425" data-image="5i0o9i56yxu6"></figure>
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-05-07_at_11.40.24_PM.png" alt="Screen_Shot_2020-05-07_at_11.40.24_PM.png" width="299" height="391" data-image="nybs0dxzi0o9"></figure>
<div class="support-note primary">
Note: Once user has assigned a conversation to themselves, it will no longer be visible to other users unless the chat is reassigned or closed. </div>
 Reassigning the chat 
You can also reassign or assign the chat to other users who are currently online if another user is better suited to handle the chat. Once the chat is reassigned, it will disappear from your conversations folder and appear under the other user's folder. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-05-08_at_4.46.36_PM.png" alt="Screen_Shot_2020-05-08_at_4.46.36_PM.png" data-image="lshm2zu9taoy"></figure>
<hr>
<h2>
<a name="C4IamCs"></a> Collecting user information </h2>
You can chat with the visitors freely according to your qualifications criteria. As you collect their information, you can easily add it to the Details side panel. 
You can add the deal value, person and organization details, and notes. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-05-08_at_4.54.46_PM.png" alt="Screen_Shot_2020-05-08_at_4.54.46_PM.png" width="699" height="475" data-image="z3ae70drkliw"></figure>
If the visitor qualifies as a sale that you would like to pursue further, you can create a <a href="https://support.pipedrive.com/hc/en/articles/360001998358-Leads-Inbox-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001998358">lead</a> or <a href="https://support.pipedrive.com/hc/en/articles/207344265-Deals-What-they-are-and-how-to-add-them" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344265">deal</a> from the details by clicking on the Create lead or '...' button. Any created items will appear under the Created End Results section under the details of the conversation. 
Close conversations 
Once you've finished qualifying your visitor, you can close the conversation to end the chat. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-05-08_at_5.23.20_PM.png" alt="Screen_Shot_2020-05-08_at_5.23.20_PM.png" width="399" height="174" data-image="3nwqt1w5s3kw"></figure>
All closed conversations will show up under the Closed Conversations folder and be visible to all users. Once a conversation is moved to the Closed Conversations folder, it can no longer be reassigned or reopened. However, you still be able to create leads or deals from closed conversations. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-05-08_at_5.05.31_PM.png" alt="Screen_Shot_2020-05-08_at_5.05.31_PM.png" data-image="m04fib0mmc6y"></figure>
 
<hr>
<h2>
<a name="C5IamCs"></a> Desktop notifications</h2>
When first accessing your Live Chat, you will be prompted to allow for desktop notifications so you will be notified whenever there is a new chat. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-05-07_at_11.39.00_PM.png" alt="Screen_Shot_2020-05-07_at_11.39.00_PM.png" width="700" height="90" data-image="725amrbyal8a"></figure>
You will get a notification when the following occurs: 
<ul>
<li>A new conversation is added to the unassigned folder </li>
<li>New message from a conversation assigned to you </li>
<li>Assignment of a new conversation </li>
</ul>
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-05-08_at_2.41.57_PM.png" alt="Screen_Shot_2020-05-08_at_2.41.57_PM.png" width="499" height="201" data-image="ig2lnjm1pcx1"></figure>

To make additional updates to your Live Chat desktop notifications, you will have to go into the desktop notifications setting of your browser. 
<hr>
<h2>
<a name="C6IamCs"></a>Live Chat in the mobile app</h2>
You can also manage your Live Chat conversations on the go by using the Live Chat functionality on our mobile apps. Learn more about our mobile functionality <a href="https://support.pipedrive.com/hc/en/articles/360010065958" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360010065958">in this article</a>.

Live Chat

<div class="support-note primary">
Note: Chatbot is a paid add-on. To add this to your Pipedrive subscription, click <a href="/settings/subscription/change">here</a>.</div>

When trying to optimize your business, you may notice that acquiring and qualifying your leads takes up a huge amount of time in the initial stages of your sales process. You can practically guarantee that there are many people that you cannot find the time to talk to, because you are trying to talk to other leads and discern how interested they are. Sometimes, it is just better to give your customers the easiest path to let you know that they are interested in. For that, Pipedrive has created the Chatbot system, to allow your customers to better qualify themselves as potential customers of your company. When a customer has qualified themselves, they create a deal, contact, or activity in your company Pipedrive account based on the responses they have provided to your questions. If a visitor selects certain options or does not provide that information, then they can disqualify themselves and will not create any unnecessary information.
<div class="support-note primary">
Note: This action is only available to Admin Users.</div>
<img class="vidyard-player-embed" src="https://play.vidyard.com/XXJUzvJ2TkssMuCCujHMbc.jpg" data-uuid="XXJUzvJ2TkssMuCCujHMbc" data-v="4" data-type="inline">
To begin building and designing your chatbot's behavior, go to the <a href="/settings/leadbooster_chat">Chatbot</a> tab in your account and click the New playbook button. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-16_at_5.44.13_PM.png" alt="Screen_Shot_2019-05-16_at_5.44.13_PM.png" width="600" height="522"> In the first step, you will need to choose from our list of color templates, or create a custom style of your own. Once you have made the appropriate selections for the design of your playbook, click the Continue button to proceed to the next step. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-16_at_5.44.37_PM.png" alt="Screen_Shot_2019-05-16_at_5.44.37_PM.png" width="601" height="424"> In this step, you may choose a name, associated picture, and the presented language of your Pipedrive chatbot playbook. To learn more about customizing the design of your playbook, click <a href="https://support.pipedrive.com/hc/en/articles/360001593957" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001593957">here</a>. Once selected, click the Continue button to proceed to the next step. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-05-06_at_5.19.32_PM.png" alt="Screen_Shot_2020-05-06_at_5.19.32_PM.png" width="599" height="551"> In this third step, you can choose from a defined playbook template to give yourself a good starting point for designing your chatbot's behavior.
<ul>
<li>
Get more leads— For a playbook designed to fill your company Pipedrive account with sales leads or deals, begin with this template.</li>
<li>
Book more meetings— For a playbook designed to schedule specific activities with people interested in your company, begin with this template.</li>
<li>
Qualify and route leads— For a playbook designed to let visitors qualify themselves as interested and have them be assigned to a specific user in your Pipedrive account, begin with this template.</li>
<li>
Chat with your leads— Engage with your website visitors directly through live chatting </li>
</ul>
 Once you have selected a template to use when creating your playbook, click the Create playbook button to finalize your selections.
<div class="support-note primary">
Note: If you are unsure what you wish to do with your playbook, we suggest starting with a simple template, and building onto and customizing it to your company's needs.</div>
 Upon creating your playbook, you will be shown the playbook behavior details from the specific chosen template, and are free to edit the questions, responses, and actions of your playbook until they match your intended design. Once you are happy with your choices, click the Save button to confirm that information. Once that information has been saved, it will appear in the list of chatbot playbooks.
<div class="support-note primary">
Note: In order for your website visitors to view and interact with your chatbot playbook, it will need to be embedded on a website. To learn more about embedding your playbooks, click <a href="https://support.pipedrive.com/hc/en/articles/360001593937" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001593937">here</a>.</div>

To monitor the effectiveness of each of your playbooks, you can view how many visitors have Seen and Clicked on each playbook, as well as how many visitors have been Qualified or Disqualified while going through your programmed responses. <img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-22_at_14.31.39.png" alt="Screenshot_2020-09-22_at_14.31.39.png" width="700" height="256">
 By clicking on the ... option next to each playbook, you will be presented with several options for how you wish to interact with that playbook.
<ul>
<li>
Edit— If you wish to edit the behavior of your playbook, choose this option. If you wish to learn more about designing behavior of the Chatbot playbooks, click <a href="https://support.pipedrive.com/hc/en/articles/360001593917" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001593917">here</a>.</li>
<li>
Embed— If you wish to see the embedding information for your playbook, choose this option. If you wish to learn more about embedding your playbooks on your website, click <a href="https://support.pipedrive.com/hc/en/articles/360001593937" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001593937">here</a>.</li>
<li>
Deactivate— If you wish to deactivate a playbook so that your customers cannot see it, choose this option.</li>
<li>
Duplicate— If you wish to duplicate the design and behavior of this playbook, choose this option.</li>
<li>
Delete— If you wish to remove a playbook from your company Pipedrive account, choose this option.</li>
</ul>
 With the appropriate playbooks in place, your Pipedrive account will become filled with all of the interested customers to make your business a success!

Chatbot

<div class="support-note primary">
Note: This action is only available to Admin Users.
</div>
 Designing the look and behavior of your Chatbot playbook is important, but all of that hard work won't matter if you do not have the chatbot playbook embedded on a website where it can then begin interacting with your customers. To view the embed information of any of your Chatbot playbooks, go to the <a href="/settings/leadbooster_chat">Chatbot</a> tab in your account, and select any of your existing playbooks. Once selected, go to the Installation header to find the information necessary to host the chatbot playbook in various ways. <img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-22_at_14.28.29.png" alt="Screenshot_2020-09-22_at_14.28.29.png" width="600" height="603"> Note: While you may have a chatbot playbook embedded on multiple pages of your website, each page can only have one Chatbot playbook embedded on it at a time. This will allow you to have different playbooks for different pages within your website. In order to view the instructions for each of the available hosting options, simply click on the name of that option. The available Chatbot embed options are: 
<ul>
<li>Adding it manually</li>
<li>Wordpress</li>
<li>Squarespare</li>
<li>Google Tag Manager </li>
</ul>
When you are satisfied with the embedding information for this playbook, click the Save button. Note: If you do not know where to embed this information, we suggest reaching out to your company's IT department for further insight and assistance.

How can I host or embed my Chatbot?

<div class="support-note primary">
Note: This action is only available to Admin Users.
</div>
 If you are going to host a tool on your website, you would obviously want it to match the aesthetic and design philosophy that you have chosen for your business. For the embeddable Chatbot system, Pipedrive allows you to customize the look of your chatbot, so that your customers can immediately understand who they are speaking to, and feel confident in their decision. To customize the look of any of your Chatbots, go to the <a href="/settings/leadbooster_chat">Chatbot</a> tab in your account, and select any of your existing playbooks. Once selected, go to the Preview and edit theme header to begin your customization. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-16_at_6.32.04_PM.png" alt="Screen_Shot_2019-05-16_at_6.32.04_PM.png" width="600" height="415"> When changing any of these options, they will be previewed for your convenience on the right side of the screen, using the questions and responses from this specific playbook. If you have multiple chatbot playbooks active in the websites associated with your business, you may wish to keep them all consistent in name, appearance, and theme. 
<ul>
<li>
Name You may adjust the displayed name for this chatbot playbook and the picture associated with it. You may wish to use an employee's picture, or perhaps your company logo, depending on how you wish for your customers to see you.</li>
<li>
Themes You may choose from the preset theme templates, or create your own custom theme style that better reflects the design of your company or website.</li>
<li>
Language You may choose the language used to speak to your customers using this chatbot playbook. This can be useful for routing customers who speak a certain language to your employees with specific language skills. 
</li>
</ul>
When you are satisfied with your choices for this playbook, click the Save button.

How can I customize the look of my Chatbot?

<div class="support-note primary">
Note: This action is only available to Admin Users.
</div>
 The Chatbot playbook is built around programming "cards" — messages with questions and answers — that appear to the visitors of your website, and providing certain answers that your visitors can choose. In choosing those answers, your website visitors will be qualifying themselves as being interested in your business or not. To qualify themselves, your customers should provide you with relevant information — their name, email address, company name, phone number, etc. — that would allow you to reach out to them and begin the necessary conversations to begin and close a deal. You can customize the behavior to best match the specific needs of your company. 
<div class="support-sections">
Sections
<a href="#C1IamCs">1: Setting up your greeting message</a>
<a href="#C2IamCs">2: Capturing information from visitors</a>
<a href="#C3IamCs">3: Setting up your qualified lead or deal</a>
</div>

To edit the behavior of any of your Chatbot playbooks, go to the <a href="/settings/leadbooster_chat">Chatbot</a> tab in your account, and select any of your existing playbooks. Once selected, go to the Playbook editor header to begin your customization. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-11-22_at_7.00.21_PM.png" alt="Screen_Shot_2019-11-22_at_7.00.21_PM.png" width="601" height="400">

<hr>
<h2>
<a name="C1IamCs"></a>Setting up your greeting message </h2>
The first message you program in your playbook can be designated as a proactive message. A proactive message is an automatic chat prompt seen by customers when they visit the website, and can be programmed to appear after a set amount of time, based on when you think a customer may be interested in hearing from you. If your first message is not set as being a proactive message, your website visitors will need to click on the chatbot icon in order to begin interacting with your chatbot playbook.
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-11-22_at_7.01.39_PM.png" alt="Screen_Shot_2019-11-22_at_7.01.39_PM.png" width="301" height="272">

<hr>
<h2>
<a name="C2IamCs"></a>Capturing information from visitors</h2>
After setting up your greeting message, you will be able to set up the rest of your playbook with Message, Question, or Capture cards. How you structure the questions and responses is up to you, as you know the needs of your business better than anyone else. 
<ul>
<li>
Message card Send a message to your visitors at any point in the Chatbot flow. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-11-22_at_5.59.39_PM.png" alt="Screen_Shot_2019-11-22_at_5.59.39_PM.png" width="299" height="193">
</li>
<li>
Question card Ask your visitors a question to qualify or disqualify them. Depending on the visitor's answer, you can either continue to collect information or choose to disqualify them and end the chat. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-11-22_at_6.06.51_PM.png" alt="Screen_Shot_2019-11-22_at_6.06.51_PM.png" width="300" height="399">
</li>
<li>
Capture card Capture information from your visitors to populate your leads or deals. This can be a default Person, Organization, or Deal field as well as any text, large text, single option, multiple option, numerical, and address type, monetary type, and phone type <a href="https://support.pipedrive.com/hc/en/articles/207228075-Custom-Fields" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207228075">custom fields</a>. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-11-22_at_5.59.52_PM.png" alt="Screen_Shot_2019-11-22_at_5.59.52_PM.png" width="299" height="288">
</li>
</ul>

<hr>
<h2>
<a name="C3IamCs"></a>Setting up your qualified lead or deal</h2>
When you reach a point where a visitor has qualified or disqualified themself, you can program more specific details about what to do with the information they have provided during the course of their chatbot playbook conversation. If the visitor is qualified, you can set up the following information for the created deal or lead. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-11-22_at_6.33.19_PM.png" alt="Screen_Shot_2019-11-22_at_6.33.19_PM.png" width="300" height="586">
<ul>
<li>
Owner &amp; Visibility Which Pipedrive user will be made the owner of the deal, contact, organization, or activity that is created when a visitor qualifies themself as an interested lead. You can also set which <a href="https://support.pipedrive.com/hc/en/articles/360000309498" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000309498">visibility group</a> is able to view any information created from this chatbot playbook. </li>
<li>
Save preferences Save the qualified visitor information as a Deal or a Lead in your Pipedrive account, and add a prefix so you know which ones came from your Chatbot. If you select deals, you will have to select the pipeline and stage it is entered in. </li>
<li>
Activity Give the visitor access to your <a href="https://support.pipedrive.com/hc/en/articles/115004426725-Scheduler" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115004426725">Scheduler link</a> (general availability) so they can schedule a call or meeting and talk about their interest in your company.</li>
<li>
Closing message What would you like to say to your now-qualified visitor? Use this text box as a way to keep them excited and set their expectations now that they are interested in your company.</li>
</ul>
When you are satisfied with the programmed playbook behavior for your Chatbot, click the Save button to finalize your changes.

How can I edit the behavior of my chatbot?

<div class="support-note primary">
Note: In order to use the LeadBooster add-on, you must have an active Pipedrive account. </div>
 LeadBooster is a paid Pipedrive's add-on, focusing solely on lead acquisition, management, and conversion. It includes multiple features created to capture high-quality inbound and outbound leads before they drift elsewhere. 
Once the LeadBooster add-on has been added to your subscription, you can view the features under the Leads section in your account.
<img src="https://kb-cms.pipedriveassets.com/leadbooster.png" alt="leadbooster.png" width="301" height="322">
<div class="support-sections">
Sections
<a href="#C1IamCs">1: What is included?</a>
<a href="#C2IamCs">2: How much does LeadBooster cost?</a>
</div>

<hr>
<h2> <a name="C1IamCs"></a>What is included?</h2>
<div class="support-note primary">
Note: The <a href="https://support.pipedrive.com/hc/en/articles/360002296018-Web-Visitors-feature-BETA-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360002296018">Web Visitors feature</a> is not included in the LeadBooster add-on package, and must be purchased separately. </div>
 The LeadBooster Add-on includes the Chatbot, Live Chat, Prospector, and Web Forms features.
 Chatbot
The Chatbot feature (Previously LeadBooster) is a tool created by Pipedrive that allows your customers to better qualify themselves as potential customers of your company.
Chatbot allows you to set up a playbook in a chatbox on your website, acquiring lead information and creating a lead, deal, or contact in your account based on the chat. Learn more about Chatbot <a href="https://support.pipedrive.com/hc/en/articles/360001584177-LeadBooster" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001584177">in this article</a>. 
<img src="https://kb-cms.pipedriveassets.com/chatbot.png" alt="chatbot.png" width="300" height="323">
 Live Chat 
The Live Chat feature is a functionality added to your <a href="https://support.pipedrive.com/hc/en/articles/360001584177-LeadBooster" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001584177">Chatbot playbook</a> flow that will allow you and your team to chat directly with your website visitors and personalize your lead qualification process. Learn more about Live Chat <a href="https://support.pipedrive.com/hc/en/articles/360008032277-Live-Chat-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360008032277">in this article</a>. 
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-09-22_at_12.25.39_AM.png" alt="Screen_Shot_2020-09-22_at_12.25.39_AM.png" width="300" height="322">
 Web Forms 
Pipedrive Web Forms allow you to create your own personalized, embeddable forms for your website to collect your website visitors' information and funnel them into Pipedrive as deals or leads. Read more about Pipedrive Web Forms <a href="https://support.pipedrive.com/hc/en/articles/360011241097-Web-Forms-BETA-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360011241097">in this article</a>.
<img src="https://kb-cms.pipedriveassets.com/webforms.png" alt="webforms.png" width="300" height="320">

 Prospector
The Prospector feature is an outbound lead generation tool that helps you find your next new lead from a database of 400 million profiles and 10 million companies. Once you create target customers by creating filters such as job title, location, and industry, Prospector will reveal the data with your best matches based on these criteria. You can learn more about Prospector <a href="https://support.pipedrive.com/hc/en/articles/360011001417-Prospector-BETA-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360011001417">in this article</a>.
<img src="https://kb-cms.pipedriveassets.com/prospectorlb.png" alt="prospectorlb.png" width="300" height="323"> 

<hr>
<h2> <a name="C2IamCs"></a>How much does LeadBooster cost?</h2>
<ul>
<li>LeadBooster will cost $39 per month per company if on the monthly plan. If you are on an annual subscription, the LeadBooster costs $390 per year, or $32.50 monthly. Learn more about Pipedrive pricing on <a href="https://www.pipedrive.com/en/pricing" target="_blank">our website</a>. </li>
<li>This is a recurring charge that occurs at the same time as your Pipedrive subscription renewal.</li>
<li>You may want to purchase more Prospector lead credits. The cost depends on the number of credits you wish to purchase. You can check the price of adding lead credits <a href="https://support.pipedrive.com/hc/en/articles/360011001417-Prospector-BETA-#C4" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360011001417">in this article</a>.</li>
</ul>

LeadBooster add-on

<div class="support-note success primary">Note: This is a new method of billing, and may appear differently in your account until it has been fully released. </div>
<div class="support-sections">Sections
 <a href="#C1">1: LeadBooster add-on</a>
 <a href="#C2">2: Prospector lead credits</a>
 <a href="#C3">2: Reading your invoice</a>
</div>
<hr>
<h2><a name="C1"></a>LeadBooster add-on</h2>
LeadBooster is a paid Pipedrive add-on, focusing solely on lead acquisition, management, and conversion. It includes multiple features created to capture high-quality inbound and outbound leads before they drift elsewhere. You can read more about the LeadBooster and what is included <a href="https://support.pipedrive.com/en/article/leadbooster-add-on">in this article</a>. 
 <a name="C2IamCs"></a>How much does LeadBooster cost? 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-06-14%20at%2015.11.51.png" data-image="21616" alt="New billing"></figure>
<ul></ul>
<ul><li>Pricing for the LeadBooster add-on starts from $39 per month per company if on the monthly plan. If you are on an annual subscription, the LeadBooster starts from $390 per year. Learn more about Pipedrive pricing on <a href="https://www.pipedrive.com/en/pricing" target="_blank">our website</a>. </li><li>This is a recurring charge that occurs at the same time as your Pipedrive subscription renewal.</li><li>The price of LeadBooster will increase if you add more Prospector lead credits to your LeadBooster subscription on a recurring basis.</li><li>With LeadBooster added to your account, you will always receive 10 Prospector lead credits monthly at no additional cost.</li><li>You can also add credits via one-time packages that will not increase your LeadBooster subscription, however, these credits will be more expensive.</li><li>You can add Prospector lead credits when using the Prospector feature or within Billing at any time.</li></ul>
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202021-06-17%20at%2010.59.15%20AM.png" data-image="21665" alt="One time purchase"></figure>
<hr>
<h2><a name="C2"></a>Prospector lead credits</h2>
<div class="support-note success primary">Note: At your subscription renewal (or the end of your monthly credit allowance period if paying annually), all remaining Prospector lead credits in your account will expire, and new credits will be added to your account. </div>
<a href="https://support.pipedrive.com/en/article/prospector"></a><a target="_blank" data-stringify-link="https://support.pipedrive.com/en/article/prospector" delay="150" data-sk="tooltip_parent" href="https://support.pipedrive.com/en/article/prospector" rel="noopener noreferrer">Prospector</a> is an outbound lead generation tool that will allow you to search for and gather high-quality leads based on set criteria and then use credits to reveal contact data of the leads.
To edit the number of Prospector credits added to your account each month, go to Billing &gt; <a target="_blank" data-stringify-link="https://app.pipedrive.com/settings/subscription/addons" delay="150" data-sk="tooltip_parent" href="https://app.pipedrive.com/settings/subscription/addons" rel="noopener noreferrer">Manage add-ons</a> (you will also be redirected here if you add more credits from within Prospector, and select Subscription instead of a one-time package). Once in Billing, under the LeadBooster header, click on the Change number option to select how many Prospector credits you would like added to your subscription.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-06-11%20at%2012.16.19.png" data-image="21538" alt="Change number"></figure>
Use the slider to select the number of Prospector lead credits you would like, between 10 and 1000 credits per month (increasing by 10 credits at a time). As you move the slider, the cost of that amount of credits will be shown on the right-hand side. The more credits you choose, the cheaper the cost per credit overall. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-06-11%20at%2018.15.22.png" data-image="21613" alt="Slider"></figure>
<div class="support-note success primary">Note: If you add credits to your account in the middle of your billing period, you will receive fewer credits depending on how long it is until your next subscription renewal. You will be charged only for the credits added to your account, with the full amount of credits being applied starting from your next subscription renewal.</div>
Annual subscription 
If you are on an annual subscription, your Prospector lead credits will still be added to your account monthly on the corresponding day of the month on which your billing cycle started. These credits will also expire on the next monthly allocation date, this is known as your monthly credit allowance period. For example, if your annual billing cycle started on January 4th, you would receive credits on February 4th that could be used until March 3rd, and then you’d receive new credits on March 4th.
It is important that you remember that any downgrades you make to your add-on, will be applied at the end of the current billing cycle. This means that if you downgrade the number of monthly Prospector lead credits in the middle of your annual subscription, the downgrade will only take effect at the end of your billing cycle.
<div class="support-note success primary">Note: If admin users in your account make multiple changes to your monthly credit allowance, any previous changes are overwritten, with the most recent settings added to your subscription.</div>
<hr>
<h2><a name="C3"></a>Reading your invoice</h2>
As your Prospector lead credits increase, you will notice that your Prospector credits are split into separate charges on your invoice. This is because the more credits you buy, the cheaper they will cost per unit. You can see how this works in the example below.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-06-11%20at%2016.49.34.png" data-image="21571" alt="Invoice"></figure>
 Here you can see that the first 10 Prospector lead credits are included in the LeadBooster add-on at no extra cost, with the next 30 costing $1.00 per credit, and the final 60 credits costing only $0.50 per credit.

Paying for the LeadBooster add-on and Prospector lead credits

To maximize your company's lead prospecting potential, you can add Leads to your <a href="https://support.pipedrive.com/hc/en/articles/360001998358-Leads" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001998358">Leads</a> inbox in numerous convenient ways. A lead will always need to be linked to a <a href="https://support.pipedrive.com/hc/en/articles/207344305" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344305">person</a> or <a href="https://support.pipedrive.com/hc/en/articles/207344305" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344305">organization</a> in Pipedrive. 
<div class="support-sections">
Sections
<a href="#C1IamCs">1: Manually adding leads</a>
<a href="#C2IamCs">2: Importing Leads</a>
<a href="#C3IamCs">3: Chatbot</a>
<a href="#C4IamCs">4: Web Forms</a>
<a href="#C5IamCs">5: Prospector</a>
<a href="#C6IamCs">6: Web Visitors </a>
</div>

<hr>
<h2>
<a name="C1IamCs"></a> Manually adding leads</h2>
To manually create a Lead for your Leads Inbox, you can go to your Leads tab and click on Add lead.
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-02-19_at_8.03.49_PM.png" alt="Screen_Shot_2020-02-19_at_8.03.49_PM.png" width="401" height="151">
 When adding a Lead through the Add Lead dialog, you will need to include at least two fields. The Lead's title (mandatory), and one of the following:
<ul>
<li>Person's name</li>
<li>Organization</li>
</ul>
<div class="support-note primary">
Note: If you do not enter a value in the Lead title field, it will automatically be filled with the value of the other field you select. </div>
 <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-06-18_at_11.15.24_AM.png" alt="Screen_Shot_2020-06-18_at_11.15.24_AM.png" width="299" height="443">

<hr>
<h2>
<a name="C2IamCs"></a>Importing Leads from a spreadsheet</h2>
Leads can be imported in bulk from a spreadsheet with our <a href="https://support.pipedrive.com/hc/en/articles/208039595-How-can-I-import-data-into-Pipedrive-with-spreadsheets-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">importing functionality</a>. To import Leads with a spreadsheet, go to Tools and apps &gt; <a href="/settings/import#/history">Import data &gt; From a spreadsheet</a>.
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-09-04_at_5.00.00_PM.png" alt="Screen_Shot_2019-09-04_at_5.00.00_PM.png" width="787" height="387">
 When you arrive at <a href="https://support.pipedrive.com/hc/en/articles/208039595-How-can-I-import-data-into-Pipedrive-with-spreadsheets-#C9" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">the mapping step</a>, you can select the Leads fields icon in the top right corner of your Pipedrive data fields section. You can map the Pipedrive Leads fields to your spreadsheet columns accordingly to import your Leads into Pipedrive.
<img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-11_at_14.59.41.png" alt="Screenshot_2020-09-11_at_14.59.41.png" width="450" height="303">
 Mandatory fields to import Leads
In order to import Leads successfully through the importing function, you will need to include the Lead Title, as well as the Person - name, or Organization - name field. 
<img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-14_at_11.31.46.png" alt="Screenshot_2020-09-14_at_11.31.46.png" width="509" height="48">
<ul>
<li>
Lead Title field <img src="https://kb-cms.pipedriveassets.com/titleleads.png" alt="titleleads.png" width="403" height="41">
</li>
<li>Person/Organization name <img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-14_at_11.32.37.png" alt="Screenshot_2020-09-14_at_11.32.37.png" width="401" height="40"></li>
</ul>

<hr>
<h2>
<a name="C3IamCs"></a>Chatbot</h2>
If you have the <a href="https://support.pipedrive.com/hc/en/articles/360001584177-LeadBooster" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001584177">Leadbooster add-on</a> enabled in your Pipedrive account, you can create a playbook that will create a Lead in your Leads inbox whenever a visitor goes through your Chatbot flow. To have your playbook create Leads rather than deals, select Leads under the Save location field when <a href="https://support.pipedrive.com/hc/en/articles/360001593917-How-can-I-edit-the-behavior-of-my-LeadBooster-chatbot-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001593917">setting up your playbook</a>. Your Leads will now go straight to your Leads inbox. 
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-11-22_at_5.33.15_PM.png" alt="Screen_Shot_2019-11-22_at_5.33.15_PM.png" width="402" height="662">

<hr>
<h2>
<a name="C4IamCs"></a>Web Forms</h2>
If you use our <a href="https://support.pipedrive.com/hc/en/articles/360011241097" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360011241097">Web Forms</a> feature to capture leads who visit your website, you can choose to add each web form submission as a Lead.
When setting up your Web Form, go to the Submit options tab &gt; Saving preferences card. Here you can select to save your Web Form submissions as Leads and add a Lead title prefix so that you know which leads came from this Web Form. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-09-16_at_4.46.13_PM.png" alt="Screen_Shot_2020-09-16_at_4.46.13_PM.png" width="596" height="491">

<hr>
<h2>
<a name="C5IamCs"></a>Prospector</h2>
<a href="https://support.pipedrive.com/hc/en/articles/360011001417" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360011001417">Prospector</a> is an outbound lead generation tool that will allow you to search for and gather high quality leads based on set criteria without leaving your Pipedrive account. 
Once you sort through the leads Prospector has found for you, you can choose to add the ones that seem most relevant to your business to your Leads Inbox. 
<img src="https://kb-cms.pipedriveassets.com/prospector.png" alt="prospector.png" width="601" height="384">
<h2> </h2>
<hr>
<h2>
<a name="C6IamCs"></a>Web Visitors</h2>
The <a href="https://support.pipedrive.com/hc/en/articles/360002296018" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360002296018">Web Visitors feature</a> will allow you to track visitor activity on your website to track and identify the companies who are most engaged with your website, and as a result, most likely to turn into customers.
When you decide that a Web visitor has the potential to be a sale, you can convert it to a <a href="https://support.pipedrive.com/hc/en/articles/360001998358-Leads-Inbox-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001998358">lead</a>, <a href="https://support.pipedrive.com/hc/en/articles/207344265-Deals-What-they-are-and-how-to-add-them" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344265">deal</a>, or <a href="https://support.pipedrive.com/hc/en/articles/207344305-Contacts-People-and-Organizations-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344305">organization</a>. To do this, you can select the visitor in your Web Visitors inbox and click on +Lead, + Deal, or + Organization under the Linked to visitor section. 
<img src="https://kb-cms.pipedriveassets.com/webvisitor.png" alt="webvisitor.png" width="600" height="252">

Adding Leads to my Leads inbox

Your <a href="https://support.pipedrive.com/hc/en/articles/360001998358-Leads" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001998358">Leads inbox</a> may get cluttered quickly with potential sales, so adding color-coded Lead labels will allow you to visually categorize your leads as you are working through qualifying them. 
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-02-19_at_7.48.28_PM.png" alt="Screen_Shot_2020-02-19_at_7.48.28_PM.png" width="503" height="213"> 
<div class="support-sections">
Sections
<a href="#C1IamCs">1: Assigning and creating Lead labels</a>
<a href="#C2IamCs">2: Filtering by Lead labels</a>
<a href="#C3IamCs">3: Updating and deleting Lead labels</a>
</div>

<hr>
<h2>
<a name="C1IamCs"></a>Assigning and creating lead labels</h2>
<div class="support-note primary">
Note: Lead labels cannot be imported.</div>
 To assign a label to your Lead, click on a Lead to bring up its side panel and select a default or custom label from the Labels field. 
<img src="https://kb-cms.pipedriveassets.com/Screen_Capture_on_2020-02-20_at_18-44-31.gif" alt="Screen_Capture_on_2020-02-20_at_18-44-31.gif" width="700" height="384">
Since your Leads may not always fall just under one category, you can easily assign more than one Lead label to your Leads. 
 <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-02-20_at_7.33.24_PM.png" alt="Screen_Shot_2020-02-20_at_7.33.24_PM.png" width="497" height="314">
 How can I add new labels? 
Pipedrive comes with three default lead labels: hot, cold, and warm, but you can always add new labels if you need custom ones. To add a new label, select a lead so the side panel appears and click on + Add new label under the Labels field. Here you can select a name and color for your new label before saving to apply your label to the Lead. 
<img src="https://kb-cms.pipedriveassets.com/Screen_Capture_on_2020-02-20_at_18-11-26.gif" alt="Screen_Capture_on_2020-02-20_at_18-11-26.gif" width="702" height="385"> 
<hr>
<h2>
<a name="C2IamCs"></a>Filtering by lead labels </h2>
On the top right corner of your leads page, you will see the option to filter your leads by label. 
When you filter for your leads, you can filter for just one label, or for leads with more than one label to get a more specific list to work with. 
<img src="https://kb-cms.pipedriveassets.com/Screen_Capture_on_2020-02-20_at_19-22-10.gif" alt="Screen_Capture_on_2020-02-20_at_19-22-10.gif" width="700" height="270">

<hr>
<h2>
<a name="C3IamCs"></a>Updating and Deleting Lead labels </h2>
To update or delete your Lead Label, first click on a Lead to bring up the Lead detail page. From there, click on the Lead's label field, hover over the label you want to update, and click on the pencil icon to edit.
 <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-05-20_at_4.02.35_PM.png" alt="Screen_Shot_2020-05-20_at_4.02.35_PM.png" width="499" height="294">
A window will appear for you to edit the label name, label color, or delete the label. Click on Save to confirm your changes. 
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-05-20_at_4.02.47_PM.png" alt="Screen_Shot_2020-05-20_at_4.02.47_PM.png" width="501" height="339">
<div class="support-note primary">
Note: If you delete a label, it will be deleted for any leads that have this label applied. </div>

Lead Labels

In the early stages of your lead generation process, you may find yourself with a lot of potential deals sitting in the early stages of your pipeline, not ready to move forward through the sales process but also not cold enough to be lost or deleted. This can cause a lot of clutter in your workspace and can distract you from focusing on the deals that need your immediate attention. 
Pipedrive's Leads inbox is a separate inbox to keep your prequalified Leads in before they become <a href="https://support.pipedrive.com/hc/en/articles/207344265-Deals-What-they-are-and-how-to-add-them" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344265">deals</a>. Once you decide which Leads can be qualified, you can easily convert them to deals and add them directly into your pipeline to start your sales process.
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202021-07-28%20at%203.56.51%20PM.png" data-image="23335" alt="leads inbox"></figure>
<div class="support-sections">
Sections
<a href="#C1IamCs">1: Adding Leads</a>
<a href="#C2IamCs">2: Sorting and filtering your Leads </a>
<a href="#C3IamCs">3: Viewing Lead details</a>
<a href="#C4IamCs">4: Converting Leads to Deals</a>
</div>
<hr>
<h2><a name="C1IamCs"></a>Adding Leads </h2>
<div class="support-note primary">
Note: Leads will be visible to all users in your company account, regardless of their role or visibility group.</div>
To access the Leads inbox, select the Leads tab &gt; <a href="/leads/inbox">Leads Inbox</a>.
Leads can be added through spreadsheet import, by clicking the Add Lead button, or via Leadbooster. You can read more about how to import Leads <a href="https://support.pipedrive.com/hc/en/articles/360002295337-How-can-I-add-leads-to-my-Leads-inbox-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360002295337">in this article</a>. To quickly add Leads one at a time or from a spreadsheet, click on the Add Lead button in your leads inbox. A lead will always need to be linked to a <a href="https://support.pipedrive.com/hc/en/articles/207344305" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344305">person</a> or <a href="https://support.pipedrive.com/hc/en/articles/207344305" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344305">organization</a> in Pipedrive. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202021-04-29%20at%203.19.41%20PM.png" data-image="13560"></figure>
 When adding a Lead through the Add Lead dialog, all fields are optional except either the Organization name or the Person name. Your new lead must be linked to a contact. Through the Add lead modal, you can link your lead to an existing contact, or add a new contact.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-25_at_11.49.40.png" alt="Screenshot_2020-09-25_at_11.49.40.png" width="600" height="472" data-image="npksnij3tq3k"></figure>
<hr>
<h2>
<a name="C2IamCs"></a>Sorting and filtering your Leads</h2>
The Leads Inbox screen will display the title, activity status, label(s), source, creation date, and owner of your existing Leads. You can sort your leads by any of these fields by clicking on the column header of the field you want to sort by. 
You can read more about setting up Lead Labels <a href="https://support.pipedrive.com/hc/en/articles/360006017537" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360006017537">in this article</a>. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202021-07-28%20at%2015-14-03.gif" data-image="23330" alt="sorting your leads"></figure>
 Click on the gear icon to customize the columns you see in your leads list. You will be able to customize your columns and add information related to any linked deals, organizations, and people. 
<figure style="max-width: 426px;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202021-07-28%20at%203.40.43%20PM.png" data-image="23332" alt="customize lead columns" width="426" height="542"></figure>
 On the top right corner, you can filter your Leads by source, label, owner (or team), and predefined or custom filters. When you click on each filter dropdown, you will be able to search for the information you are looking for. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202021-04-29%20at%2015-25-14.gif" data-image="13562"></figure>
 You will be able to filter your leads by source: 

<ul><li>All sources </li>
<li>Manually created </li><li><a href="https://support.pipedrive.com/hc/en/articles/360010999378" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360010999378">Deals</a></li><li><a href="https://support.pipedrive.com/hc/en/articles/360011241097" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360011241097">Web Forms</a></li><li><a href="https://support.pipedrive.com/en/article/prospector">Prospector</a></li>
<li><a href="https://support.pipedrive.com/hc/en/articles/360001584177" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001584177">Chatbot</a></li><li><a href="https://support.pipedrive.com/hc/en/articles/360008032277" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360008032277">Live chat</a></li><li><a href="https://support.pipedrive.com/hc/en/articles/360002295337" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360002295337">Import</a> </li>
<li><a href="https://support.pipedrive.com/hc/en/articles/360002296018" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360002296018">Web visitors </a></li>
<li><a href="https://support.pipedrive.com/en/article/workflow-automation">Workflow Automation</a></li>
<li><a href="https://developers.pipedrive.com/docs/api/v1/#!/Leads" target="_blank">API</a></li>
</ul>
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202021-07-28%20at%203.04.25%20PM.png" data-image="23328" alt="filter for lead source"></figure>
 Or by one of the predefined filters: 

<ul>
<li>Leads added more than three months ago</li>
<li>Leads with a linked contact</li><li>Leads with email</li><li>Leads with no activity</li>
<li>Leads with phone number</li><li>Leads with planned activity</li>
<li>Leads with value </li>
</ul>
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202021-07-28%20at%203.08.02%20PM.png" data-image="23329" alt="leads predefined filters"></figure>
Custom filters can be created after selecting on Filters &gt; + Add new filter. Creating custom filters will allow you to have better visibility of important information during the lead qualification process. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202021-07-28%20at%203.46.59%20PM.png" data-image="23333" alt="custom filter leads"></figure>
Filters can be added to favorites to be accessed more easily.
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202021-07-28%20at%203.54.49%20PM.png" data-image="23334" alt="favorite lead filters"></figure>
You can bulk edit your leads if you want to update more than one at a time. Learn more about bulk editing <a href="https://support.pipedrive.com/en/article/bulk-editing-and-filtering">here</a>. 
<hr>
<h2><a name="C3IamCs"></a>Viewing Lead details </h2>
The Lead detail page contains all of the information relevant to that deal. Click on any Lead to bring up a panel on the right-hand side of the screen where you can view your Lead details or update your Lead with the latest information. You will also have the option to convert the Lead to a Deal or archive the Lead in the bottom left corner of the panel. 
The following details will be shown in each Lead panel:
<ul>
<li>
Lead details— Labels, value, owner, source</li>
<li>
Person— Person name, email, phone number</li>
<li>
Organization— Organization name, address. Clicking on the entered address will bring up the location geo-located on a map. </li>
<li>
Notes— You can add as many notes to your lead as you wish.</li>
<li>
Planned activities— Any upcoming activities you have planned related to this Lead. </li><li>Email— Any <a href="https://support.pipedrive.com/en/article/emails-in-leads-beta">emails</a> linked to the lead </li>
<li>
Changelog— When the Lead was created and other updates made to the deal. This will also include any done activities.</li></ul>
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202021-04-29%20at%2015-29-18.gif" data-image="13563"></figure>
 If Pipedrive recognizes a potential duplicate contact, you will be prompted to review and select an existing contact if applicable. You can then link the Lead directly to the existing person or organization. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Capture_on_2020-02-19_at_21-36-05.gif" alt="Screen_Capture_on_2020-02-19_at_21-36-05.gif" width="501" height="166" data-image="y9fof6ylj1mg"></figure>
 Scheduling activities for your Leads
You can <a href="https://support.pipedrive.com/hc/en/articles/207344415-Activities" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344415">schedule an activity</a> directly from the Lead panel by clicking on +Schedule an activity. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-08-28_at_9.57.03_PM.png" alt="Screen_Shot_2020-08-28_at_9.57.03_PM.png" width="700" height="544" data-image="3099tefe5oa2"></figure>
<hr>
<h2>
<a name="C4IamCs"></a>Converting Leads to Deals </h2>
When you've qualified the Lead and are ready to pursue it as a deal in your pipeline, you can click Convert to deal. This will bring you to a new dialog, where you can define the pipeline, visibility, and value of your new deal.
Any person and organization information from the Lead will automatically be populated in the Convert to deal dialog, so you can easily add them to your contacts lists. If Pipedrive recognizes a potential duplicate contact, you will be prompted to review and select an existing contact if applicable.
Any notes added to Leads will also be transferred over to the deal detail view.
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-07-10_at_2.26.59_PM.png" alt="Screen_Shot_2019-07-10_at_2.26.59_PM.png" width="300" height="599" data-image="8ymmch7u418s"></figure>
Once completed, hit Save to convert the Lead into a new deal. The Lead will be removed from your Leads inbox and moved into the Pipeline specified.

Leads Inbox

<div class="support-note primary">
Note: This action is only available to Admin Users, or to users in a <a href="https://support.pipedrive.com/hc/en/articles/360000309478" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000309478">Permission Set</a> with the permission Convert deals to leads enabled. The convert deals to leads permission will be enabled for regular users by default. 
</div>
 If a <a href="https://support.pipedrive.com/hc/en/articles/207344265-Deals" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344265">deal</a> is not ready to move through your Pipeline but also not ready to be marked as lost, you can easily convert it to a lead in your <a href="https://support.pipedrive.com/hc/en/articles/360001998358" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001998358">Leads Inbox</a> until it is ready to be pursued again. 
<div class="support-sections">
Sections
<a href="#C1IamCs">1: Converting your deals to leads</a>
<a href="#C2IamCs">2: Viewing your Leads</a>
<a href="#C3IamCs">3: What deal information will transfer to my lead? </a>
</div>
<hr>
<h2>
<a name="C1IamCs"></a>Converting your deals to leads </h2>
A deal can be converted to a lead from a number of entry points in Pipedrive:
Pipeline View
<ul>
<li>Drag and drop your deal to the Move to option in the bottom right corner of your Pipeline view. You will be prompted to select the location you want to move your deal to. Select Lead as the save location, and click on Save. <img src="https://kb-cms.pipedriveassets.com/Screen_Capture_on_2020-07-24_at_16-20-29.gif" alt="Screen_Capture_on_2020-07-24_at_16-20-29.gif" data-image="fnm3v1j7pl6r">
</li>
</ul>
Deal Detail view 
<ul>
<li>Click on '...' &gt; Convert to a lead in the top right corner of a deal's <a href="https://support.pipedrive.com/hc/en/articles/360000106249" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000106249">detail view</a>. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-07-08_at_11.59.28_AM.png" alt="Screen_Shot_2020-07-08_at_11.59.28_AM.png" width="502" height="301" data-image="51lkidtbr37j">
</li>
</ul>
Deals List view
<ul>
<li>
Filtered List— Click on '...' &gt; Convert filter results to Leads in the top right corner of your deals list view to convert a <a href="https://support.pipedrive.com/hc/en/articles/207497075-Filtering" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207497075">filtered</a> list of deals to leads in bulk. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-07-08_at_11.47.24_AM.png" alt="Screen_Shot_2020-07-08_at_11.47.24_AM.png" width="500" height="282" data-image="uaif8hc235rq">
</li>
<li>
Converting in bulk— Select the deal or deals you want to convert in the deals <a href="https://support.pipedrive.com/hc/en/articles/360000146149" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000146149">list view</a>, and click on the Convert to leads button. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-07-08_at_11.53.04_AM.png" alt="Screen_Shot_2020-07-08_at_11.53.04_AM.png" width="500" height="324" data-image="4pg881icepdu"> 
</li>
</ul>
<div class="support-note primary">
Note: You will be able to convert up to 100 deals at a time from the list view. </div>
Once you have opted to convert your deals to leads, you will see a window prompting you to confirm your changes. When converting deals in the deal list view, you will receive an email confirmation when the conversion is finished. The converted deal will be deleted but still accessible by <a href="https://support.pipedrive.com/hc/en/articles/360011053478" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360011053478">filtering for deleted deals</a>.
<div class="support-note primary">
Note: If you have accidentally converted a lead to a deal, you can filter for your deleted deals and restore them. You can learn how to do so in <a href="https://support.pipedrive.com/hc/en/articles/115002416145" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115002416145">this article</a>. The converted lead will still remain in your Leads inbox. </div>
 <figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-07-24_at_2.23.42_PM.png" alt="Screen_Shot_2020-07-24_at_2.23.42_PM.png" data-image="757rgnfymmru"></figure>
<div class="support-note primary">
Note: Emails, files, invoices, and the deal's history will not be included in the lead. </div>
<hr>
<h2>
<a name="C2IamCs"></a>Viewing your leads </h2>
Once a deal has been converted to a lead, you can view it in your <a href="https://support.pipedrive.com/hc/en/articles/360001998358-Leads-Inbox-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001998358">Leads inbox</a>. The lead will show Deal as the source so you can easily sort or filter for the leads that have been converted from deals. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-07-24_at_4.28.47_PM.png" alt="Screen_Shot_2020-07-24_at_4.28.47_PM.png" data-image="49lw0aqp3on4"></figure>
When you select the lead you will see deal, contacts or future activities that were linked to the deal. Under DONE you can see when the conversion occurred and click through to see the deleted deal's <a href="https://support.pipedrive.com/hc/en/articles/360000106249" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000106249">detail page</a>. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-07-24_at_4.35.55_PM.png" alt="Screen_Shot_2020-07-24_at_4.35.55_PM.png" data-image="nwgh2ki21k3e"></figure>
<h2> </h2>
<hr>
<h2>
<a name="C3IamCs"></a>What deal information will be included in my lead? </h2>
When your deal is converted to a lead, the deal information such as value and contact information will be added to the lead so you can start right where you left off. The owner of the lead will be the user who converted the lead. 
<ul>
<li>
Deal fields— Custom and default deal fields</li>
<li>
Contact information— The deal's person and organization information. Contact custom field information will also be included under the lead, but can only be updated on the contact detail page. </li>
<li>
Activities— Any upcoming activities. Activities already marked as done will remain with the deal. </li>
</ul>
<div class="support-note primary">
Note: The deal's label, notes, emails, files, and invoices will not be transferred to your lead. However, the lead will include a link to the original deal, where you can still have access to this information. </div>
 <figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-07-24_at_4.54.35_PM.png" alt="Screen_Shot_2020-07-24_at_4.54.35_PM.png" data-image="7jam4lnrb92h"></figure>

Converting Deals to Leads

Pipedrive features two methods of managing your email conversations with your customers: <a href="https://support.pipedrive.com/en/article/email-sync" target="_blank">Email Sync</a> and <a href="https://support.pipedrive.com/en/article/smart-email-bcc" target="_blank">Smart Email BCC</a>, both of which can be used to contact your Leads from Pipedrive's <a href="https://support.pipedrive.com/en/article/leads-inbox" target="_blank">Leads inbox</a>.
 
Sections
<a href="#C1">1: Composing emails from Leads Inbox</a>
<a href="#C2">2: Linking emails to your leads</a>
<h2><a name="C1"></a>Composing emails from Leads Inbox</h2>
Once you click on a lead, you will then have the option to compose an email. In the lead detail view click Email and you can start writing your email.
<figure><img src="https://kb-cms.pipedriveassets.com/Leads%20email%201.png" data-image="12361" alt="Leads Email 1"></figure>
You can view your previous emails from the leads detail view.
<figure><img src="https://kb-cms.pipedriveassets.com/leads%20email%202.png" data-image="12364" alt="Leads email 2"></figure>
 
<hr>
<h2> <a name="C2"></a>Linking emails to your leads</h2>
You can also link your existing emails to your existing leads. From your email composer, you can search for a lead to link your email by clicking on Link to existing on the right-hand side of the page.
<figure><img src="https://kb-cms.pipedriveassets.com/leads%20email%203.png" data-image="12366"></figure>
If you would like your emails to link to deals automatically, you can do this by going to Personal preferences &gt; <a href="https://app.pipedrive.com/settings/email-sync" target="_self">Email sync</a>.
<figure><img src="https://kb-cms.pipedriveassets.com/Leads%20email%204.png" data-image="12369" alt="Leads email 4"></figure>
If you use Pipedrive's Smart Email BCC feature, this also works with Leads. You can read more about Smart Email BCC <a href="https://support.pipedrive.com/en/article/smart-email-bcc" target="_blank">in this article</a>.
<figure><img src="https://kb-cms.pipedriveassets.com/Leads%20Email%20BCC.png" data-image="12391"></figure>

Emails in Leads

When using the leads inbox, you can easily update your lead information individually or in bulk. 
Updating Leads individually
To update lead information individually, click on the lead to bring up the lead panel. You can update lead details, contact details, add notes, and create and update activities directly from the panel. 

<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202021-03-24%20at%2011-20-25.gif" data-image="13220" alt="Update Lead"></figure>
 
Within the leads panel, you also have the possibility to add, edit, or delete text, single option, multiple option, date, numerical, monetary, large text, and phone type <a href="https://support.pipedrive.com/hc/en/articles/207228075-Custom-Fields" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207228075">custom fields</a>.
<div class="support-note primary">
Note: The following custom field types are read-only and can not be edited from the leads inbox; Autocomplete, Person, Organization, Address, Date range, Time, and Time range.
</div>
 Updating Leads in bulk 
To bulk update your leads, click on the checkbox next to one or more lead. You will see a panel appear on the right hand side where you can update the lead title, labels, value, and owner. 
You will also see the options to archive or delete the selected leads in bulk in the upper left corner. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-07-31_at_5.52.37_PM.png" alt="Screen_Shot_2020-07-31_at_5.52.37_PM.png" data-image="o95jn0qc01ce"></figure>
<div class="support-note primary">
Note: You can not bulk edit your custom fields. Only default lead fields can be edited in bulk.</div>

How can I update my Leads?

<div class="support-note primary">
Note: All leads added to Pipedrive must be linked to a contact in Pipedrive.</div>

<div class="support-sections">
Sections
<a href="#C1IamCs">1: Importing Leads</a>
<a href="#C2IamCs">2: Mandatory fields</a>
</div>

<hr>
<h2>Importing leads</h2>
Leads can be imported in bulk from a spreadsheet with our <a href="https://support.pipedrive.com/hc/en/articles/208039595-How-can-I-import-data-into-Pipedrive-with-spreadsheets-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">importing functionality</a>. To import Leads from a spreadsheet, go to More &gt; <a href="/settings/import#/history">Import data &gt; From a spreadsheet</a>.
<img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-15_at_12.38.23.png" alt="Screenshot_2020-09-15_at_12.38.23.png" width="924" height="458"> When you arrive at <a href="https://support.pipedrive.com/hc/en/articles/208039595-How-can-I-import-data-into-Pipedrive-with-spreadsheets-#C9" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">the mapping step</a>, you can select the Leads fields icon in the top right corner of your Pipedrive data fields section.
<img src="https://kb-cms.pipedriveassets.com/Imporrt.png" alt="Imporrt.png" width="401" height="298"> You can map the Pipedrive Lead fields to your spreadsheet columns accordingly to import your Leads into Pipedrive. 
<img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-14_at_14.39.37.png" alt="Screenshot_2020-09-14_at_14.39.37.png" width="1029" height="504"> 
<hr>
<h2>Mandatory fields</h2>
In order to import Leads successfully through the importing function, you will need to include at least two fields— Lead Title and the Person - Name, or Organization - Name field. 
<img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-14_at_11.31.46.png" alt="Screenshot_2020-09-14_at_11.31.46.png" width="509" height="48">
<ul>
<li>
Lead Title field <img src="https://kb-cms.pipedriveassets.com/titleleads.png" alt="titleleads.png" width="403" height="40">
</li>
<li>Person/Organization name <img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-14_at_11.32.37.png" alt="Screenshot_2020-09-14_at_11.32.37.png" width="401" height="40"></li>
</ul>
 Once you have added these fields to your spreadsheet, a lead will be added to your <a href="https://support.pipedrive.com/hc/en/articles/360001998358-Leads-Inbox-BETA-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001998358">Leads Inbox</a> linked to the relevant contact.

Lead Generation