<div class="support-note primary">
<strong>Note:</strong> The <strong>Web Visitors</strong> feature is a <a href="https://www.pipedrive.com/en/features/web-visitors-add-on" target="_blank" rel="noreferrer noopener">paid add-on</a>, and you can learn more about how the price is calculated in <a href="https://support.pipedrive.com/hc/en/articles/360012756597" target="_blank" rel="noreferrer noopener">this article</a>.<br> </div>
<p style="text-align: justify">With the <strong>Web Visitors</strong> feature, you can see exactly who and where the traffic on your webpage is coming from, and select visitors to add as leads, deals or organizations. </p>
<hr>
<h2 style="text-align: justify">
<a name="how-does-it-work"></a>How does it work?</h2>
<div class="support-note success primary"><strong><strong>Note:</strong> </strong>Our Web Visitors feature is powered by <a href="https://www.leadfeeder.com/" target="_blank" rel="noreferrer noopener">Leadfeeder</a>.</div>
<p style="text-align: justify">Web Visitors adds a tracking script to your website to collect visitor information and present you with reports of which companies are visiting your website and the amount of activity each visitor contributes to while there. </p>
<p style="text-align: justify">The companies are then sorted by quality and listed as leads in the <strong>Web Visitors</strong> inbox of your Pipedrive account, and the visitor information is synced hourly.<br></p>
<hr>
<h2 style="text-align: justify">
<a name="setting-up-the-web-visitors-feature"></a>Setting up the Web Visitors feature </h2>
<div class="support-note primary">
<strong>Note:</strong> Activating or accessing Web Visitor settings requires admin access, but any user can access the Web Visitors section and see the leads there. </div>
<p style="text-align: justify">If you don't have the web visitors feature, go to <strong>Leads &gt; <a href="/leads/leadfeeder">Web Visitors</a> &gt;</strong> “<strong>Start a free trial” </strong>to use it. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/WV%201.jpg" alt=""></figure>
<p style="text-align: justify">The process of installing your tracker script is different based on your website host. You can install the script on multiple websites and distinguish visitors from different sites using a filter with a <strong>Hostname (domain) condition</strong>. </p>
<div class="support-note success primary"><strong>Note: </strong>You can learn how to install the Web Visitors script on your website in <a href="https://support.pipedrive.com/hc/en/articles/360007806057" target="_blank" rel="noreferrer noopener">this article.</a> </div>
<hr>
<h2 style="text-align: justify">
<a name="viewing-and-managing-your-web-visitors-inbox"></a>Viewing and managing your Web Visitors inbox</h2>
<div class="support-note success primary"><strong>Note: </strong>Visitor information is updated regularly, but you can click on the <strong>refresh</strong> button in the top left corner of the page to update it manually. <br></div>
<p style="text-align: justify">Go to <strong>Leads &gt; Web Visitors, </strong>where your inbox will show: </p>
<ul><li>the companies that have visited your website</li><li>when they visited</li><li>whether they’re linked to any organizations in your Pipedrive account</li></ul>
<p style="text-align: justify">You can also customize your view with sorting and <a href="https://support.pipedrive.com/article/filtering" target="_blank" rel="noreferrer noopener">filtering</a> options. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/WV%2016.jpg" alt=""></figure>
<p style="text-align: justify"><strong>Sorting your web visitors</strong></p>
<div class="support-note success primary"><strong>Note: </strong>Quality is an overview of how engaged a visitor was on your website and is determined by the number of page views during the visit session.</div>
<p style="text-align: justify">You can order your leads by <strong>quality </strong>or<strong> last visit time. </strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/WV%2014.jpg" alt=""></figure>
<p style="text-align: justify"><strong>Filtering by date</strong></p>
<p style="text-align: justify">Use the date dropdown in the top-right corner to filter based on how recently leads visited your website.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/WV%2013.jpg" alt=""></figure>
<p style="text-align: justify"><strong>Filtering by visitor type</strong></p>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>The Web Visitors feature includes five default filter options: <strong>All visitors, new visitors, top visitors, linked to organization and not linked to an organization. </strong><br></div>
<p style="text-align: justify">Click the filter dropdown in the top right corner to see your default and existing custom filters, or click “<strong>+ Add new filter</strong>” to create a new one.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/WV%2012.jpg" alt=""></figure>
<p style="text-align: justify">After you click <strong>“Add new filter,” </strong>select <strong>“Add condition” </strong>and you can choose between the available filter fields:<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/WV%2017.jpg" alt=""></figure>
<p style="text-align: justify"><strong>Hiding leads</strong></p>
<div class="support-note success primary"><strong>Note: </strong>Once a visitor is hidden, they can’t be un-hidden.</div>
<p style="text-align: justify">To hide a lead, click the <strong>eye</strong> icon when you open one of your web visitors:</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/WV%2011.jpg" alt=""></figure>
<p style="text-align: justify">Then click <strong>“Hide visitor” </strong>when the window prompt opens. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/WV%2010.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify">
<a name="visitor-details"></a>Visitor details </h2>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>Lead quality is determined by the number of <strong>page views</strong> in a visitor session<br></div>
<p style="text-align: justify">The bar to the left of your visitor information reflects the lead quality, ranging from <strong>green</strong> (high quality) to <strong>red</strong> (low quality.) <br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/WV%209.jpg" alt=""></figure>
<p style="text-align: justify">Click on a visitor to open the side panel containing company details like name, address, website and linked social media.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/WV%208.jpg" alt=""></figure>
<p style="text-align: justify">You can expand each visit to see detailed information on each visited page.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/WV%207.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify">
<a name="converting-visitors-to-leads-deals-and-organizations"></a>Converting visitors to leads, deals and organizations</h2>
<div class="support-note success primary"><strong>Note: </strong>Adding a visitor as a deal or lead automatically creates a linked organization.<br></div>
<p>To convert a web visitor to a <a href="https://support.pipedrive.com/hc/en/articles/360001998358-Leads-Inbox-" target="_blank" rel="noreferrer noopener">lead</a>, <a href="https://support.pipedrive.com/hc/en/articles/207344265-Deals-What-they-are-and-how-to-add-them" target="_blank" rel="noreferrer noopener">deal</a> or <a href="https://support.pipedrive.com/hc/en/articles/207344305-Contacts-People-and-Organizations-" target="_blank" rel="noreferrer noopener">organization</a>, select a visitor in your inbox and click “<strong>+ Lead,</strong>” or click the <strong>“...” </strong>followed by “<strong>+ Deal,</strong>” or “<strong>+ Organization.</strong>”</p>
<p>You can also select <strong>“Link existing organization” </strong>to link the visitor to an organization already in your account.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/WV%2019.jpg" alt=""></figure>
<p>Then click <strong>"Save" </strong>and you’ll be redirected to your newly created item.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/WV%205.jpg" alt=""></figure>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>If there's a similar item in your account already, you’ll see a prompt asking you to confirm whether it’s a duplicate.</div>
<p style="text-align: justify"> <br>Once items are linked to the visitor, you can click through directly to the corresponding item’s detail page. Information on the visits made by that company will be added to the linked deals and organizations as a note web visit timeline block.</p>
<p style="text-align: justify"><strong>Viewing your item details</strong></p>
<div class="support-note success primary"><strong>Note: </strong>Information about website visits made by a company is added to any linked items as a note.<br></div>
<p style="text-align: justify">When looking at a visitor, you can see any item in your account linked to it and click to see its <a href="https://support.pipedrive.com/hc/en/articles/360000106249-Detail-View" target="_blank" rel="noreferrer noopener">detail page</a>. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/WV%204.jpg" alt=""></figure>
<p style="text-align: justify">The organization detail page will have two newly created custom fields, <strong>Linked web visitor</strong> and <strong>Latest web visit</strong>, which are automatically populated with visitor data. <br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/WV%2018.jpg" alt=""></figure>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>New visits made by visitors automatically appear on the <strong>Web Visitor's </strong>page as well as the <a href="https://support.pipedrive.com/hc/en/articles/360000106249-Detail-View" target="_blank" rel="noreferrer noopener">detail views</a> of any linked items, and the <strong>Latest web visit</strong> field is updated automatically with the latest visiting information. </div>
<hr>
<h2 style="text-align: justify">Prospector in Web Visitors<a name="prospector-in-web-visitors"></a></h2>
<div class="support-note success primary"><strong>Note:</strong> <strong>Prospector</strong> is part of the <a target="_blank" href="https://support.pipedrive.com/hc/en/articles/360012851418" rel="noreferrer noopener">LeadBooster add-on</a>. Learn how to install this add-on in <a href="https://support.pipedrive.com/article/prospector-leadbooster-billing" target="_blank" rel="noreferrer noopener">this article</a>. </div>
<p style="text-align: justify"><a href="https://support.pipedrive.com/article/prospector" target="_blank" rel="noreferrer noopener">Prospector</a> is an outbound lead generation tool that searches for and gathers high-quality leads based on set criteria, including person contacts linked to your web visitors. </p>
<p style="text-align: justify">To add these prospector contacts as leads, select a web visitor, scroll to <strong>people from this company </strong>and click the <strong>“+” </strong>next to any listed person. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/WV%202.jpg" alt=""></figure>
<p style="text-align: justify">After the person is added to your account, you can click the <strong>“...” </strong>to reveal previously hidden details like their email address and phone number.<br></p>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>You can keep prospecting from <strong>Web Visitors</strong> as many times as you want. For every lead that you add to your account, a <strong>credit</strong> is spent. Learn more about <strong>Prospector</strong> credits in <a href="https://support.pipedrive.com/article/prospector-leadbooster-billing" target="_blank" rel="noreferrer noopener">this article</a>. </div>

Web Visitors

how-does-it-work

How does it work?

setting-up-the-web-visitors-feature

Setting up the Web Visitors feature

viewing-and-managing-your-web-visitors-inbox

Viewing and managing your Web Visitors inbox

visitor-details

Visitor details

converting-visitors-to-leads-deals-and-organizations

Converting visitors to leads, deals and organizations

prospector-in-web-visitors

Prospector in Web Visitors

<h2>Q: How does Web Visitors collect visitor data? <a name="q-how-does-web-visitors-collect-visitor-data"></a></h2>
<p>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. <br><br></p>
<hr>
<h2>Q: Why do I see more visitors in my web analytics tool than in Web Visitors? <a name="q-why-do-i-see-more-visitors-in-my-web-analytics-tool-than-in-web-visitors"></a></h2>
<p>A: If you use Google Analytics or another web analytics tool for your website, you may see different numbers than shown on your <strong>Web Visitors</strong> page when viewing your visitors. </p>
<p>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. <br><br></p>
<hr>
<h2>Q: Is the Web Visitors feature GDPR compliant?<a name="q-is-the-web-visitors-feature-gdpr-compliant"></a></h2>
<div>
<p>A: Our <a href="https://support.pipedrive.com/hc/en/articles/360002296018" target="_blank" rel="noreferrer noopener"><strong>Web Visitors feature</strong></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" rel="noreferrer noopener">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" rel="noreferrer noopener">this article</a>. <br><br></p>
<hr>
<h2>Q: How does Web Visitors pricing work? <a name="q-how-does-web-visitors-pricing-work"></a></h2>
<p>A: Your <a href="https://www.pipedrive.com/en/features/web-visitors-add-on" target="_blank" rel="noreferrer noopener">Web Visitors pricing</a> is determined by the number of <strong>unique organizations</strong> 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" rel="noreferrer noopener">this article</a>. </p>

<hr>
<h2>Q: Why do some of my views show as 00 minutes, 00 seconds?<a name="q-why-do-some-of-my-views-show-as-00-minutes-00-seconds"></a></h2>
<p>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. </p>

<hr>
<h2>Q: Can I add my web visitors script to multiple websites?<a name="q-can-i-add-my-web-visitors-script-to-multiple-websites"></a></h2>
<p>You will be able to install the script on multiple websites. To distinguish visitors from different sites, you can create a filter with a <strong>Hostname (domain) condition</strong>. </p>
</div>

Web Visitors FAQ

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Q: How does Web Visitors collect visitor data?

q-why-do-i-see-more-visitors-in-my-web-analytics-tool-than-in-web-visitors

Q: Why do I see more visitors in my web analytics tool than in Web Visitors?

q-is-the-web-visitors-feature-gdpr-compliant

Q: Is the Web Visitors feature GDPR compliant?

q-how-does-web-visitors-pricing-work

Q: How does Web Visitors pricing work?

q-why-do-some-of-my-views-show-as-00-minutes-00-seconds

Q: Why do some of my views show as 00 minutes, 00 seconds?

q-can-i-add-my-web-visitors-script-to-multiple-websites

Q: Can I add my web visitors script to multiple websites?

<div class="support-note primary"><strong>Note:</strong> <strong>Web Visitors</strong> is not included in the <strong>LeadBooster add-on</strong> and will be charged separately. </div>
<p><br>Your <a href="https://www.pipedrive.com/en/features/web-visitors-add-on" target="_blank" rel="noreferrer noopener">Web Visitors pricing</a> is determined by the number of <strong>unique organizations</strong> that visit your website per month.<br><br></p>
<hr>
<h2>What is a unique organization?<a name="what-is-a-unique-organization"></a></h2>
<p>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, it 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. </p>
<hr>
<h2>Can you estimate which tier I will need before I set it up?<a name="can-you-estimate-which-tier-i-will-need-before-i-set-it-up"></a></h2>
<p>There is no way to estimate which tier you will need before setting up the <strong>Web Visitors</strong> 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.</p>
<p>However, we allow all users to trial <strong>Web Visitors</strong> 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. </p>
<p>Leads hidden within the first 7 days will not be counted towards your visitor count.</p>
<hr>
<h2>What happens at the end of my free trial?<a name="what-happens-at-the-end-of-my-free-trial"></a></h2>
<p>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.</p>
<p>If you subscribe to the <strong>Web Visitors</strong> feature during your trial, your subscription will start immediately. </p>
<p>If you are trialing Pipedrive and subscribe to <strong>Web Visitors</strong> during your trial, you will be charged once your Pipedrive trial ends. </p>

How does Web Visitors pricing work?

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What is a unique organization?

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Can you estimate which tier I will need before I set it up?

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What happens at the end of my free trial?

<div class="support-note primary">
<strong>Note:</strong> This action is only possible for admin users. </div>
<p><br>To set up your <a href="https://support.pipedrive.com/hc/en/articles/360002296018-Web-visitors-feature-Beta-" target="_blank" rel="noreferrer noopener"><strong>Web Visitors</strong></a> tracker, go to <strong>Leads &gt; <a href="/leads/leadfeeder">Web Visitors</a></strong> and then click on "<strong>Set up Web Visitors</strong>". You will be prompted to set up your Web Visitors feature by embedding a tracker script into your website. </p>
<figure><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"></figure>
<p>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. </p>
<figure><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"></figure>
<p>You can still access your tracker script with an active Web Visitors account by clicking on the <strong>'...'</strong> button in the top left corner <strong>&gt; View tracker script</strong>. </p>
<figure><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"></figure>
<hr>
<h2>
<a name="adding-the-tracker-script-directly-to-your-website-template"></a>Adding the tracker script directly to your website template </h2>
<p>To add the tracker script to your website template, go into the<strong> &lt;head&gt;</strong> tag of your HTML file and paste the script right before the closing <strong>&lt;/head&gt;</strong> tag. </p>
<figure><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"></figure>
<h2> </h2>
<hr>
<h2>
<a name="adding-the-tracker-script-using-google-tag-manager"></a>Adding the tracker script using Google Tag Manager</h2>
<p>You can also use install the tracker script with <strong>Google Tag Manager</strong>. To do this, go to your Google <strong>Tag Manager Console</strong> and click on <strong>Tags &gt; New</strong> to add a new tag. </p>

<figure><strong><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"></strong></figure>


<p>From there you can name, configure and set up the trigger for your <strong>Web Visitors</strong> tag. </p>
<figure><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"></figure>
<p><strong><br>Tag configuration</strong></p>
<p>To configure your Web Visitors tag, click on <strong>Tag configuration &gt; Custom HTML</strong> and paste your tracker script into the HTML window. </p>
<figure><img src="https://kb-cms.pipedriveassets.com/tagconfiguration.gif" alt="tagconfiguration.gif" width="702" height="443"></figure>
<p><strong><br>Triggering </strong></p>
<p>The trigger you choose will be the same one set up for your Google Analytics. Most of the time it will be "<strong>All Pages</strong>". </p>
<figure><img src="https://kb-cms.pipedriveassets.com/triggering.gif" alt="triggering.gif" width="700" height="441"></figure>
<p>After saving your new tag, make sure to <strong>submit</strong> and <strong>publish</strong> your changes. </p>
<figure><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"></figure>
<figure><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"></figure>
<hr>
<h2>
<a name="adding-the-tracker-script-to-your-word-press-website-using-a-plugin"></a>Adding the tracker script to your WordPress website using a plugin </h2>
<p>To add the tracker script to your WordPress website, you will need a plugin that will allow you to add code to your website.<br>To find and install a plugin, go to <strong>Plugins &gt; Add new</strong> and search for a plugin that will allow you to add custom code to the header, body and footer of your WordPress website. </p>
<figure><img src="https://kb-cms.pipedriveassets.com/install-tracker-with-wordpress-one.png" alt="install-tracker-with-wordpress-one.png" width="702" height="342"></figure>
<p><br><br>You can also upload your own plugin if you have one in a .zip format. </p>
<figure><img src="https://kb-cms.pipedriveassets.com/install-tracker-with-wordpress-4.png" alt="install-tracker-with-wordpress-4.png" width="702" height="365"></figure>
<p>Once you find a plugin, you can click on "<strong>Install</strong>". 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" rel="noreferrer noopener">Head, Footer and Post injections</a> in this example. <br>The plugin will have to be activated once it has been installed. </p>
<figure><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"></figure>
<p>Once the plugin has been activated, you can then access the plugin settings and paste your <strong>Web Visitors</strong> tracker script into the header section of every page before saving. </p>
<figure><img src="https://kb-cms.pipedriveassets.com/install-tracker-wordpress-7.png" alt="install-tracker-wordpress-7.png" width="704" height="370"></figure>
<figure><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"></figure>
<hr>
<h2>
<a name="adding-the-tracker-script-to-your-wix-website"></a>Adding the tracker script to your Wix website </h2>
<p>You can read <a href="https://support.wix.com/en/article/embedding-custom-code-to-your-site" target="_blank" rel="noreferrer noopener">this article</a> to learn how to add the tracker script to your Wix website. </p>
<hr>
<h2>
<a name="adding-the-tracker-script-to-your-squarespace-website"></a>Adding the tracker script to your Squarespace website </h2>
<p> You can read <a href="https://support.squarespace.com/hc/en-us/articles/205815908-Using-Code-Injection" target="_blank" rel="noreferrer noopener">this article</a> to learn how to add the tracker script to your Squarespace website. </p>
<hr>
<h2>
<a name="activating-the-tracker-script"></a>Activating the tracker script</h2>
<p>Back in Pipedrive, the tracker script status will only show as <strong>Installed</strong> once your website receives some visits after installing the tracker script. </p>
<figure><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"></figure>
<p>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 <strong>Web Visitors</strong> <a href="https://support.pipedrive.com/hc/en/articles/360002296018-Web-Visitors-feature-Beta-" target="_blank" rel="noreferrer noopener">in this article</a>. </p>

Installing your Web Visitors tracker script

adding-the-tracker-script-directly-to-your-website-template

Adding the tracker script directly to your website template

adding-the-tracker-script-using-google-tag-manager

Adding the tracker script using Google Tag Manager

adding-the-tracker-script-to-your-word-press-website-using-a-plugin

Adding the tracker script to your WordPress website using a plugin

adding-the-tracker-script-to-your-wix-website

Adding the tracker script to your Wix website

adding-the-tracker-script-to-your-squarespace-website

Adding the tracker script to your Squarespace website

activating-the-tracker-script

Activating the tracker script

<p>Our <a href="https://support.pipedrive.com/hc/en/articles/360002296018" target="_blank" rel="noreferrer noopener"><strong>Web Visitors feature</strong></a> is fully committed to GDPR compliance. The <strong>Web Visitors</strong> tracker collects data through <a href="https://help.leadfeeder.com/en/articles/3561400-gdpr-privacy-and-security-summary" target="_blank" rel="noreferrer noopener">Leadfeeder's AWS infrastructure</a>, where it is encrypted both in transit and at rest. </p>
<p>We collect the behavioral data of all website visitors, which includes pages viewed, visitor sources and time spent on the site. The visitor's 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.</p>
<p>If you use <strong>Web Visitors</strong> and want to comply with GDPR we recommend the following:</p>
<ul>
<li>State your usage of <strong>Web Visitors</strong> in the same places you state your usage of Google Analytics</li>
<li>State your usage of <strong>Web Visitors</strong> in any places you list your usage of tracking and cookies </li>
</ul>
<p><br>To further comply with GDPR, when uninstalling the <strong>Web Visitors</strong> tracking script from your Pipedrive account, all of your visitor data will be deleted. </p>
<p>We use Leadfeeder to power our <strong>Web Visitors</strong> feature. You can learn more about Leadfeeder and GDPR <a href="https://www.leadfeeder.com/leadfeeder-and-gdpr/" target="_blank" rel="noreferrer noopener">here</a>. </p>

Is the Web Visitors feature GDPR compliant?

<div class="support-note primary">
<strong>Note: </strong>The <strong><a href="https://www.pipedrive.com/en/features/web-forms">Web Forms</a></strong> feature is part of the LeadBooster add-on. Web forms setup is only available to users with deals admin permission enabled.</div>
<p style="text-align: justify">Pipedrive <strong><a href="https://www.pipedrive.com/en/features/web-forms">Web Forms</a></strong> 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.</p>
<hr>
<h2 style="text-align: justify">
<a name="creating-a-web-form"></a>Creating a Web Form</h2>
<div class="support-note success primary"><strong>Note: </strong>If you’ve never used Web Forms, select "<strong>Try Web Forms</strong>” to use the feature.</div>
<p style="text-align: justify">To create a Web Form, go to <strong>Leads</strong> <strong>&gt;</strong> <strong>Web Forms &gt; “New Web Form.”</strong> </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/web%20forms%207.jpg" alt=""></figure>
<p style="text-align: justify">Select a starting template and click <strong>“Create form.” </strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/web%20forms%201.jpg" alt=""></figure>
<hr>
<p style="text-align: justify"><a name="C2IamCs"></a></p>
<h2 dir="ltr" style="text-align: justify"><strong>Form Editor</strong><a name="form-editor"></a></h2>
<p dir="ltr" style="text-align: justify">The <strong>form editor</strong> is where you build and customize your web forms. You can add different blocks depending on what information you want to collect. </p>
<p dir="ltr" style="text-align: justify">The <strong>introduction</strong> block is mandatory for all web forms. To edit a block, click the <strong>pencil icon</strong> to expand the block.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202023-07-03%20at%2011-19-01.gif" alt=""></figure>
<p dir="ltr" style="text-align: justify">To add a new block, hover over the form editor and click the <strong>“+”</strong> where you want the next block to be in the form.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/web%20forms%202.jpg" alt=""></figure>
<hr>
<h2 dir="ltr" style="text-align: justify"><strong>Block Types</strong><a name="block-types"></a></h2>
<p dir="ltr" style="text-align: justify">There are two block types you can use: <strong>Input field </strong>or <strong>Message</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/web%20forms%203.jpg" alt=""></figure>
<p style="text-align: justify"><strong>Input field</strong> </p>
<div dir="ltr" style="text-align: justify" class="support-note success primary"><strong>Note: </strong>The <strong>“Required” </strong>box only appears for single-option custom fields, or multiple-option custom fields with only one available input. <br></div>
<p dir="ltr" style="text-align: justify">This block type lets you collect information from website visitors such as name, phone number, email address, marketing status and various <a href="https://support.pipedrive.com/hc/en/articles/207228075-Custom-Fields" target="_blank">custom fields</a> from your account. You can also decide if this block is needed for the form using the <strong>“Required”</strong> box.</p>
<p dir="ltr" style="text-align: justify">Currently, our web forms support the following custom field types:</p>
<ul><li dir="ltr"><p dir="ltr" style="text-align: justify">Text</p></li><li dir="ltr"><p dir="ltr" style="text-align: justify">Large text</p></li><li dir="ltr"><p dir="ltr" style="text-align: justify">Single option</p></li><li dir="ltr"><p dir="ltr" style="text-align: justify">Multiple option</p></li><li dir="ltr"><p dir="ltr" style="text-align: justify">Date</p></li><li dir="ltr"><p dir="ltr" style="text-align: justify">Address</p></li><li dir="ltr"><p dir="ltr" style="text-align: justify">Monetary</p></li><li dir="ltr"><p dir="ltr" style="text-align: justify">Numerical</p></li><li dir="ltr"><p dir="ltr" style="text-align: justify">Phone</p></li></ul>
<div>There is also the <strong>attachment</strong> input field, which allows you to add a file upload to your web form: </div>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/web%20forms%204.jpg" alt=""></figure>
<p style="text-align: justify"><strong>Message</strong></p>
<p dir="ltr" style="text-align: justify">The other block type is <strong>Message, </strong>where a user can add text to the form.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/web%20forms%205.jpg" alt=""></figure>
<p dir="ltr" style="text-align: justify">The last block in your form is the <strong>Submit button</strong>, which is mandatory. This block lets you choose the text on the button and whether the form is spam-protected. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/web%20forms%206.jpg" alt=""></figure>
<div dir="ltr" style="text-align: justify" class="support-note success primary"><strong>Note: </strong>We use the latest version of reCAPTCHA when <strong>Spam protection </strong>is enabled. For more information on reCAPTCHA, visit their <a href="https://www.google.com/recaptcha/intro/v3.html">website</a>.</div>
<hr>
<h2 dir="ltr" style="text-align: justify"><strong>Style</strong><a name="style"></a></h2>
<div dir="ltr" style="text-align: justify" class="support-note success primary"><strong>Note: </strong>The <strong>Preview</strong> window on the right side reflects changes made while editing, so you can see how your web form will look to those responding. </div>
<p dir="ltr" style="text-align: justify">The <strong>Style </strong>section lets you customize the appearance of your web forms in four different ways. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/web%20forms%2012.jpg" alt=""></figure>
<p dir="ltr"><strong>Colors and background</strong></p>
<p dir="ltr">You can pick colors for the background, foreground, submit button and labels. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/web%20forms%208.jpg" alt=""></figure>
<div dir="ltr" class="support-note success primary"><strong>Note: </strong>Select custom colors using the dropdown boxes.</div>
<p dir="ltr" style="text-align: justify"> </p>
<p dir="ltr" style="text-align: justify"><strong>Fonts</strong><br></p>
<p dir="ltr" style="text-align: justify">Choose between dozens of custom fonts and adjust the size and weight of the lettering.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/web%20forms%209.jpg" alt=""></figure>
<p dir="ltr" style="text-align: justify"><strong>Form style</strong><br></p>
<p dir="ltr" style="text-align: justify">You can also choose your form style, which includes the size, shape and position of your web form’s input boxes:</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/web%20forms%2010-2.jpg" alt=""></figure>
<p dir="ltr" style="text-align: justify"><strong>Identity and brand</strong><br></p>
<p dir="ltr" style="text-align: justify">Finally, add images to your web form and toggle Pipedrive branding on or off.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/web%20forms%2011.jpg" alt=""></figure>
<div dir="ltr" class="support-note success primary"><strong>Note: </strong>Image size requirements vary based on where the image is placed. Images only appear when the web form is sent directly via shared link (standalone,) not when embedded into a web page.</div>
<hr>
<p style="text-align: justify"><a name="C5IamCs"></a></p>
<h2 style="text-align: justify">Submit options<a name="submit-options"></a></h2>
<p>Next, you’ll choose how you want submissions from your web form users to be entered into your Pipedrive account. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/web%20forms%2013.jpg" alt=""></figure>
<p style="text-align: justify">You can choose how the data is saved to your account, the thank you message sent after submission and whether you want to redirect them to another website. </p>
<hr>
<h2 style="text-align: justify">Share and embed<a name="share-and-embed"></a></h2>
<p style="text-align: justify">You have two options for sharing your web form link: <strong>Share as link </strong>or <strong>Embed the form on your website.</strong></p>
<p>Click <strong>“Copy to clipboard” </strong>under either section to get the link for your web form. <strong><br></strong><br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/web%20forms%2014.jpg" alt=""></figure>
<p style="text-align: justify">You can send the <strong>Share as link</strong> URL directly to your clients for them to submit, or follow the steps under your chosen website and paste the URL into your web page. </p>
<hr>
<p style="text-align: justify"><a name="C6IamCs"></a></p>
<h2 style="text-align: justify">Consent fields for Web Forms<a name="consent-fields-for-web-forms"></a></h2>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>The steps described below require a single-option custom field; you can learn how to create one in <a href="https://support.pipedrive.com/article/custom-fields" target="_blank" rel="noreferrer noopener">this article</a>. </div>
<p>Pipedrive doesn’t have a default consent field for your web forms, but there’s a workaround so you can create a checkbox where your contacts mark their consent.<br></p>
<ol><li>Create a single-option custom field, with options for <strong>Yes </strong>and <strong>No</strong></li><li>Select this field in the <strong>input field</strong> for your submission block</li><li>Check the <strong>“Required” </strong>box<br></li></ol>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/web%20forms%2015.jpg" alt=""></figure>
<p style="text-align: justify">Now a client won’t be able to submit their web form responses without filling out this block. </p>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>To read more about Pipedrive and GDPR, check out <a href="https://support.pipedrive.com/hc/en/articles/360000335129-Pipedrive-and-GDPR" target="_blank" rel="noreferrer noopener">this article.</a></div>

Web Forms

creating-a-web-form

Creating a Web Form

form-editor

Form Editor

block-types

Block Types

style

Style

submit-options

Submit options

share-and-embed

Share and embed

consent-fields-for-web-forms

Consent fields for Web Forms

<div class="support-note success primary"><strong>Note: </strong>This page is only available to admin users with the <strong>Web forms</strong> paid add-on.</div>
<p>After you share or embed your <strong><a href="https://support.pipedrive.com/en/article/web-forms">Web Form</a></strong>, you will be able to monitor its performance and status.</p>
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202021-06-11%20at%204.00.31%20PM.png" alt="web form performance"></figure>
<ul><li><strong>Viewed –</strong> The number of times your web form has been viewed</li><li><strong>Interacted – </strong>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><strong>Submitted –</strong> the number of submissions completed</li><li><strong>Conversion –</strong> The percentage of views that resulted in a submission</li><li><strong>Status– </strong> Active or inactive. if you deactivate your web form, it will show up under "<strong>Inactive Web Forms</strong>" and show up as a broken link for viewers. </li></ul>
<p>If you click on the "<strong>...</strong>"<strong> </strong>button next to each web form, you can edit, share and embed, deactivate, duplicate and delete the web form. </p>

Web Forms: performance and status

<div class="support-note success primary"><strong>Note: </strong>These actions are available to global admin users and regular users with the correct permissions enabled. To have web forms available in your account, you must have the <a href="https://support.pipedrive.com/article/leadbooster-add-on" target="_blank" rel="noreferrer noopener">LeadBooster add-on</a> in your subscription.<br></div>
<p style="text-align: justify">The implementation of the GDPR law in 2018 had a significant impact on sales and marketing companies, namely for lead generation, prospection and e-commerce. You can learn more about GDPR compliance for your sales team in <a href="https://www.pipedrive.com/en/blog/gdpr-compliance" target="_blank" rel="noreferrer noopener">this blog entry</a>.<span style="color: rgb(192,80,77)"></span></p>
<p style="text-align: justify">In Pipedrive, we have the <a href="https://support.pipedrive.com/article/web-forms">Web Forms</a> feature, one of the most valuable tools to capture leads from your website. However, as controller of the information and depending on the data you are gathering, you should notify your customers when and how you are processing their information to ensure GDPR compliance.</p>
<hr>
<h2 style="text-align: justify"><a name="custom-field-setup"></a>Custom field setup</h2>
<p style="text-align: justify">The first step is to think about precisely what is required from your customers. For example:</p>
<ul><li>I have read the Privacy Policy.</li><li>I accept the terms and conditions.</li><li>I want to subscribe to the newsletter.</li></ul>
<p style="text-align: justify">Each authorization you need requires a <a href="https://support.pipedrive.com/article/custom-fields" target="_blank" rel="noreferrer noopener">custom field</a> to obtain it, and we recommend creating<strong> person</strong> custom fields since it’s people you’re requesting permission from.</p>
<div class="support-note success primary"><strong>Note:</strong> The <a href="https://support.pipedrive.com/article/what-types-of-custom-fields-are-there" target="_blank" rel="noreferrer noopener">type of custom field</a> you need depends on the options viewable on your checklist. A <strong>single option</strong> field must have two or more options to be used in a web form block (e.g., “Yes” and “No.”) To add a block with only one option (e.g., “Yes”), use a <strong>multiple-option</strong> field instead<strong>.</strong><span style="color: rgb(192,80,77)"><br></span></div>
<p style="text-align: justify"><strong>Privacy policy</strong></p>
<p style="text-align: justify">For privacy policy, create a multiple-option field, name it accordingly and add options for <strong>yes</strong> and, if applicable, <strong>no.</strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/gdpr%20web%20forms%201.jpg" alt=""></figure>
<p style="text-align: justify"><strong>Terms and conditions</strong></p>
<p style="text-align: justify">For terms and conditions, create a multiple-option field, name it accordingly and add options for <strong>yes</strong> and, if applicable, <strong>no.</strong><br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/gdpr%20web%20forms%203.jpg" alt=""></figure>
<p style="text-align: justify"><strong>Newsletter</strong><br></p>
<p style="text-align: justify">Since a newsletter subscription isn’t mandatory, you can use a <strong>single option </strong>field, name it accordingly and add options for <strong>yes</strong> and <strong>no</strong>. <br></p>
<figure><img src="https://kb-cms.pipedriveassets.com/gdpr%20web%20forms%202.jpg" alt=""></figure>
<p style="text-align: justify">Once you have your custom fields created, you can set up your web form.</p>
<hr>
<h2 style="text-align: justify"><a name="web-form-setup"></a>Web form setup</h2>
<p style="text-align: justify">Go to <strong>Leads &gt; Web Forms &gt; “Form editor,” </strong>then use the <strong>“+” </strong>above the submit button to add your blocks.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/gdpr%20web%20forms%207.jpg" alt=""></figure>
<p style="text-align: justify"><strong>Privacy policy/Terms and conditions</strong><br>
</p>
<p style="text-align: justify">Here are a few things to keep in mind when creating your web form blocks:</p>
<ul><li>Use an <strong>input field</strong> block</li><li>Select the custom field you created from the drop-down under <strong>input field </strong>on the right</li><li>Highlight your text and use the <strong>“link” </strong>option to hyperlink any documentation </li><li>Use <strong>custom</strong> visibility if you only want only a single option available when filling out the form (e.g "Yes.") </li><li>Check the <strong>required</strong> box to ensure the question can’t be skipped</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/gdpr%20web%20forms%204.jpg" alt=""></figure>
<p style="text-align: justify"><strong>Newsletter</strong><br></p>
<div class="support-note success primary"><strong>Note: </strong>Unlike the privacy notice and the terms of use, users don’t need to accept or subscribe to your newsletter. </div>
<p style="text-align: justify">The only big difference between your newsletter block and the others is you don’t need consent to send it, and therefore don’t need to limit the available submission options to one. <br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/gdpr%20web%20forms%205.jpg" alt=""></figure>
<p style="text-align: justify">Once you finish adding your blocks to your web form, click on <strong>“Save”</strong> at the top right corner of your screen:</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/gdpr%20web%20forms%206.jpg" alt=""></figure>
<p style="text-align: justify">You can check our <a href="https://support.pipedrive.com/article/web-forms" target="_blank" rel="noreferrer noopener">article about web forms</a> to learn how to configure them.<br></p>

How can I create a web form that is GDPR compliant?

custom-field-setup

Custom field setup

web-form-setup

Web form setup

<div class="support-note primary">
<strong>Note:</strong> Prospector is part of the <a target="_blank" href="https://support.pipedrive.com/hc/en/articles/360012851418" rel="noreferrer noopener">LeadBooster add-on</a>, and you’ll receive ten free Prospector credits per month while trialing or paying for it.<br></div>
<p style="text-align: justify"><strong>Prospector </strong>is an outbound lead generation tool powered by Cognism that lets you search a unique database of 400 million profiles and 10 million companies gathered from high-quality public and private sources for new leads. </p>
<p style="text-align: justify">You can use personalized criteria to search the database for leads to add to your <strong><a href="https://support.pipedrive.com/hc/en/articles/360001998358" target="_blank" rel="noreferrer noopener">Leads Inbox</a></strong>.<br></p>
<hr>
<h2 style="text-align: justify">
<a name="using-prospector"></a>Using Prospector</h2>
<div class="support-note success primary"><strong>Note: </strong>Only global admin users can purchase more prospector credits; regular users must be given permission to add Prospector leads to the Leads Inbox.</div>
<p>To open Prospector, go to <strong>Leads &gt; Prospector</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/prospector%203.jpg" alt=""></figure>
<p style="text-align: justify">If you haven’t set up the Prospector tool yet, you’ll have to click <strong>“Continue to Prospector” </strong>and go through the setup flow. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/prospector%202.jpg" alt=""></figure>
<p style="text-align: justify">If Prospector is already active but you haven’t added any filters yet, you’ll see the following options: </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/prospector%201.jpg" alt=""></figure>
<ul><li><strong>Edit</strong> – add filter criteria to narrow down your prospects </li><li><strong>Save filter</strong> – save your current filter for future use, or create a new filter to save </li><li>The <strong>“i” </strong>button – check your credit balance, or click <strong>“Get more credits” </strong>to add more</li><li>The <strong>person </strong>and <strong>organization</strong> icons – switch between person or organization prospects </li><li><strong>“+ Add prospects” </strong>– choose prospects to add to your account<br></li><li><strong>My prospects</strong> – see people or organizations you’ve already added <br></li></ul>
<p>After adding a filter, you’ll see a list of relevant prospects. Click the <strong>“+” </strong>on the right to add a prospect to your account as a new lead.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/prospector%204.jpg" alt=""></figure>
<p style="text-align: justify">You can also hover your cursor over the icons in the <strong>available details</strong> column and click <strong>“View more details” </strong>to see the contact information that’ll be available once the prospect is added to your account.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/prospector%205.jpg" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>You can learn more about how Prospector collects data in <a href="https://support.pipedrive.com/hc/en/articles/360012981618" target="_blank" rel="noreferrer noopener">this article</a>.<br></div>
<hr>
<h2 style="text-align: justify">Viewing your new leads<a name="viewing-your-new-leads"></a></h2>
<div class="support-note success primary"><strong>Note: </strong>A prospect added to your account as a lead can’t be reverted back, and the token spent can’t be returned unless the lead is reported and confirmed as inaccurate. Every prospect costs one credit.<br></div>
<p>You can navigate to your new lead's detail view from your prospects list using the <strong>arrow</strong> button:</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/prospector%20.jpg" alt=""></figure>
<p style="text-align: justify">Click the <strong>“...” </strong>to report an inaccurate prospect, or hover and select <strong>“View more details” </strong>to see the information that was previously blurred out. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/prospector%206.jpg" alt=""></figure>
<p style="text-align: justify">In the lead's detail view, see publicly available information about the prospect, including their company, job title, phone number, email address and location. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/prospector%207.jpg" alt=""></figure>
<p style="text-align: justify">In the notes section, you’ll also be provided additional information that doesn’t fit directly into Pipedrive fields, like secondary phone numbers or extended work history.</p>
<div class="support-note success primary"><strong>Note: </strong>Regular users can view leads, but to add them they’ll need the <strong>“</strong><strong>Add Prospector leads</strong><strong>”</strong> <a href="https://support.pipedrive.com/hc/en/articles/360000309478-Permission-Sets" target="_blank" rel="noreferrer noopener">permission</a> enabled.</div>
<hr>
<h2 style="text-align: justify"><a name="reporting-inaccurate-leads"></a>Reporting inaccurate leads</h2>
<div class="support-note success primary"><strong>Note:</strong> Inaccurate leads must be reported within ten days of purchase, and leads converted to deals can't be reported.</div>
<p style="text-align: justify">If you notice inaccuracies within a prospector lead, like an out-of-service phone number or dead email address, you can report this to our team for an investigation to get your lead credit back.</p>
<p style="text-align: justify">You can do this in two ways: </p>
<ul><li>Click <strong>“...” &gt; Report inaccurate prospect</strong> in the prospects list<br></li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/prospector%206.jpg" alt=""></figure>
<ul><li>Click <strong>“...”&gt; Report inaccurate prospect</strong> in the lead's detail view</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/prospector%208.jpg" alt=""></figure>
<p style="text-align: justify">Then fill out a form describing the inaccuracies of the lead, as well as additional details if you would like to give some more information.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/prospector%209.jpg" alt=""></figure>
<p style="text-align: justify">As soon as our team has reviewed your lead, we’ll contact you directly with any feedback on your case and whether or not the lead was deemed inaccurate.<br></p>
<div class="support-note success primary"><strong>Note:</strong> The Prospector feature is designed to fully comply with GDPR and other international data regulations. Learn more in <a href="https://support.pipedrive.com/hc/en/articles/360012851478" target="_blank" rel="noreferrer noopener">this article</a>.<br></div>
<hr>
<h2 style="text-align: justify">
<a name="how-does-prospector-avoid-duplicates"></a>How does Prospector avoid duplicates?</h2>
<p style="text-align: justify">Pipedrive has a duplicate checker to avoid adding leads that are duplicates of contacts in your account.</p>
<p><strong>Duplicate conditions</strong></p>
<p>In Pipedrive, the following fields are used to detect duplicates: </p>

<table><tbody><tr><td><strong>Data type</strong></td><td><strong>Duplicate check field(s)</strong></td></tr><tr><td>Organizations</td><td>Organization name</td></tr><tr><td>People</td><td>Person name</td></tr><tr><td>Leads</td><td>Lead title and lead person's name</td></tr></tbody></table>
<p style="text-align: justify"><strong>Organizations</strong></p>
<p style="text-align: justify">If you have an organization in Pipedrive with the same name as a new prospect, you'll see a warning notifying you that <strong>Similar organizations exist in your contact base</strong>.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/prospector%2012.jpg" alt=""></figure>
<p style="text-align: justify">Click “<strong>Review</strong>” to see the possible duplicate organization.</p>
<p>You can link the organizations together and add the data from the new organization into the existing one, or keep them separate.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/prospector%2013.jpg" alt=""></figure>
<p>If you link the organizations, you can click the <strong>“..." </strong>next to the prospect and see the linked deal, or unlink the two. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/prospector%2014.jpg" alt=""></figure>
<p style="text-align: justify"><strong>Contact people or leads</strong></p>
<p style="text-align: justify">If you add a lead with a contact person that matches an existing one, you’ll be notified with this message: <br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/prospector%2015.jpg" alt=""></figure>
<p style="text-align: justify">You can either link the new lead to the existing contact or create a new contact for that lead. </p>
<div class="support-note success primary"><strong>Note: </strong>For more information about merging duplicates in Pipedrive, check out <a href="https://support.pipedrive.com/article/merge-duplicates" target="_blank" rel="noreferrer noopener">this article.</a></div>
<hr>
<h2 style="text-align: justify">
<a name="how-can-i-add-more-credits"></a>How can I add more credits?</h2>
<div class="support-note success primary"><strong>Note: </strong>Any LeadBooster subscription comes with <strong>ten Prospector</strong> credits monthly at no additional cost. Learn more about Prospector pricing <a href="https://support.pipedrive.com/en/article/prospector-leadbooster-billing">in this article</a>.<br></div>
<p style="text-align: justify">Any global admin user can purchase additional credits by clicking <strong>“i” &gt; “Get more credits.” </strong> </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/prospector%2010.jpg" alt=""></figure>
<p style="text-align: justify">You can change your monthly allowance of credits, or make a one-time purchase of extra credits for that month.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/prospector%2011.jpg" alt=""></figure>
<p style="text-align: justify">After you click <strong>“Purchase credits,“ </strong>you’ll be directed to a billing page where you can review and confirm the purchase. Learn more about adding credits <a href="https://support.pipedrive.com/en/article/prospector-leadbooster-billing" title="https://support.pipedrive.com/en/article/prospector-leadbooster-billing">in this guide</a>. <br> </p>
<div class="support-note success primary"><strong>Note: </strong>At your subscription renewal (or the end of your monthly credit allowance period if paying annually), all remaining Prospector credits in your account <strong>will expire</strong> and new credits will be added.</div>

Prospector

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Using Prospector

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Viewing your new leads

reporting-inaccurate-leads

Reporting inaccurate leads

how-does-prospector-avoid-duplicates

How does Prospector avoid duplicates?

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How can I add more credits?

<p>Our <strong>Prospector feature</strong> is designed to be used in full compliance with GDPR and other international data regulations.</p>
<p>We advocate respect for 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. </p>
<p><strong>How do we ensure GDPR compliance?</strong></p>
<ol>
<li>We only collect relevant and necessary data that allows you to operate within your legitimate interests.<br><br>
</li>
<li>We have conducted security and privacy assessments on service providers engaged in the processing of the data you've requested.<br><br>
</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>
<p><br>To ensure you continue to <a href="https://www.pipedrive.com/en/blog/data-protection-rules-regulations" target="_blank" rel="noreferrer noopener">comply with GDPR</a> and other laws that apply to<a href="https://www.pipedrive.com/en/blog/b2b-prospecting" target="_blank" rel="noreferrer noopener"> 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.<br></p>

Is the Prospector feature GDPR compliant?

<p>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. </p>
<ul>
<li>
<strong>Public –</strong> 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>
<strong>Private –</strong> 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>
<p><br>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. </p>
<p>Our Prospector feature is fully GDPR compliant. You can read more in <a href="https://support.pipedrive.com/hc/en/articles/360012851478" target="_blank" rel="noreferrer noopener">this article</a>.</p>

How does the Prospector feature collect data? 

<p style="text-align: justify">If you aren’t receiving desktop notifications as expected when using the <a href="https://support.pipedrive.com/hc/en/articles/360008032277-Live-Chat-" target="_blank" rel="noreferrer noopener"><strong>Live Chat</strong></a> feature, here are some common causes and simple steps to fix it.</p>
<hr>
<h2 style="text-align: justify">Pipedrive issues<a name="pipedrive-issues"></a></h2>
<p style="text-align: justify">Here are some common issues in Pipedrive that can impact desktop notifications.</p>
<p style="text-align: justify"></p>
<table><tbody><tr><td><div style="text-align: justify"><strong>Situation</strong></div></td><td><div style="text-align: justify"><strong>Explanation</strong></div></td><td><div style="text-align: justify"><strong>Results</strong></div></td></tr><tr><td><div style="text-align: justify"><strong>You are set to online with a conversation open</strong></div></td><td><div style="text-align: justify">You have the Pipedrive web app open and are working directly in a <strong>Live Chat</strong> window</div></td><td><div style="text-align: justify">No desktop notifications will appear for that specific conversation</div></td></tr><tr><td><div style="text-align: justify"><strong>You are set to offline</strong></div></td><td><div style="text-align: justify">You are designated not to receive new messages from existing chats</div></td><td><div style="text-align: justify">No desktop notifications will appear for any conversation</div></td></tr><tr><td><div style="text-align: justify"><strong>You have desktop notifications off</strong></div></td><td><div style="text-align: justify">You haven't gone into your <a href="https://support.pipedrive.com/article/how-can-i-enable-or-disable-desktop-notifications" target="_blank" rel="noreferrer noopener">notification</a> settings and checked the box for desktop notifications</div></td><td><div style="text-align: justify">No desktop notifications will appear for any conversation</div></td></tr></tbody></table>

<p style="text-align: justify">If you've changed your settings and notifications are still not appearing, refresh your page and allow several minutes for the updates to save. </p>
<hr>
<h2 style="text-align: justify">
<a name="browser-settings"></a>Browser settings</h2>
<p style="text-align: justify">Here are some of the most common browser issues that can impact desktop notifications.</p>
<p style="text-align: justify"></p>
<p style="text-align: justify"></p>
<table><tbody><tr><td><div style="text-align: justify"><strong>Situation</strong></div></td><td><div style="text-align: justify"><strong>Explanation</strong></div></td><td><div style="text-align: justify"><strong>Solution</strong></div></td></tr><tr><td><div style="text-align: justify"><strong>Browser not running</strong></div></td><td><div style="text-align: justify">For most browsers, the browser application needs to run for a notification to appear.</div></td><td><div style="text-align: justify">Close and reopen the browser window, check developer tools for errors</div></td></tr><tr><td><div style="text-align: justify"><strong>The browser does not support notifications</strong></div></td><td><div style="text-align: justify">Some browsers may not support notifications.</div></td><td><div style="text-align: justify">We recommend using Google Chrome or Firefox, since both support desktop notifications</div></td></tr><tr><td><div style="text-align: justify"><strong>Notifications are disabled in the browser</strong></div></td><td><div style="text-align: justify">For some browsers to show desktop notifications, they must be enabled manually.</div></td><td><div style="text-align: justify">Check your browser settings to see if notifications need to be toggled on</div></td></tr></tbody></table>
<hr>
<h2 style="text-align: justify">Enabling desktop notifications<br><a name="enabling-desktop-notifications"></a></h2>
<p style="text-align: justify"><strong>For Macs</strong></p>
<p style="text-align: justify">Click the vertical <strong>“...” </strong>in the top right corner of your Chrome window, then go to <strong>Settings &gt; Privacy and Security &gt; Site settings &gt; Notifications</strong>. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/live%20chat%20ts%201.jpg" alt=""></figure>
<p style="text-align: justify">There you’ll see a few settings: </p>
<ul><li><strong>Default behavior – </strong>You can choose the default behavior for notifications in your browser. Select <strong>"Sites can ask to send notifications" </strong>if you want all web pages in Chrome to have this option.</li><li><strong>Not allowed to send notifications – </strong>Click <strong>“Add" </strong>to designate URLs that can’t send desktop notifications</li><li><strong>Allowed to send notifications – </strong>Click <strong>“Add" </strong>to designate URLs that can send desktop notifications</li></ul>
<p style="text-align: justify"><strong>For Windows</strong></p>
<p style="text-align: justify">Go to <strong>Settings &gt; System &gt; Notifications &amp; actions </strong>and toggle <strong>“Get notifications from apps and other senders</strong><strong>” </strong> on. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/live%20chat%20ts%202.jpg" alt=""></figure>
<p style="text-align: justify">Once that's on, you can scroll down and toggle specific web pages <strong>“on,” </strong>including Google Chrome.<br></p>
<hr>
<h2 style="text-align: justify">
<a name="do-not-disturb"></a>Do not disturb</h2>
<p style="text-align: justify">Most systems have a “<strong>Do not disturb</strong>” setting to prevent you from receiving desktop notifications when enabled. <br></p>
<p style="text-align: justify"><strong>For Macs</strong> </p>
<p style="text-align: justify">Go to <strong>System settings &gt; Focus</strong><strong> &gt; Do Not Disturb.</strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/live%20chat%20ts%204.jpg" alt=""></figure>
<p style="text-align: justify"> </p>
<p style="text-align: justify">If you’ve set up a schedule and it’s toggled <strong>“on,”</strong> you won’t receive notifications during that set time, unless a specific person or app has been specified. </p>
<p style="text-align: justify"><strong>For Windows</strong> </p>
<p style="text-align: justify">Go to <strong>Settings &gt; System &gt; Focus assist.</strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/live%20chat%20ts%205.jpg" alt=""></figure>
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<div>
<div>
<div>
<div>
 
</div>
</div>
</div>
</div>
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<p style="text-align: justify">Under <strong>Automatic rules, </strong>you can check which circumstances are set for <strong>do not disturb</strong>, including certain time frames or apps being active. </p>
<hr>
<h2 style="text-align: justify">
<a name="reset-your-notifications"></a>Reset your notifications</h2>
<p style="text-align: justify">If you did not find the solution to your notifications issue above, you should reset your notifications. </p>
<p style="text-align: justify">First, go to your Chrome notification settings, click <strong>“Add” </strong>under <strong>Not allowed to send notifications </strong>and paste your Pipedrive URL ([yourdomain].pipedrive.com.)<br>
</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/live%20chat%20ts%206.jpg" alt=""></figure>

<div>After that, refresh your Pipedrive window, return to your notification settings and remove your domain from the blocked list. <br></div>
<div class="support-note success primary"><strong>Note: </strong>If the issues persist, please <a href="https://support.pipedrive.com/hc/en/articles/115005875565-How-can-I-contact-Pipedrive-Support-" target="_blank" rel="noreferrer noopener">contact our support team</a>.</div>

Live Chat: troubleshooting desktop notifications

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Pipedrive issues

browser-settings

Browser settings

enabling-desktop-notifications

Enabling desktop notifications

do-not-disturb

Do not disturb

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Reset your notifications

<div class="support-note primary">
<strong>Note:</strong> Live Chat is included in the <strong>LeadBooster add-on</strong> and can’t be purchased separately. </div>
<p style="text-align: justify">The <strong>Live Chat feature</strong> is part of your <a href="https://support.pipedrive.com/hc/en/articles/360001584177-LeadBooster" target="_blank" rel="noreferrer noopener">Chatbot playbook</a> flow and allows you to engage directly with your website visitors, personalize your lead qualification process and qualify them as you talk. </p>
<p style="text-align: justify">We’ll notify you on any device the moment a chat is requested, so you can react quicker to engaged web visitors and convert more leads to customers.</p>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/2KBV1ARQUFoZJoEuecMzhk.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify">
<a name="accessing-live-chat"></a>Accessing Live Chat </h2>
<p style="text-align: justify">You can add a <strong>Live Chat</strong> to your webpage by going to <strong>Leads &gt; <a href="/leads/leadbooster">Chatbot</a>,</strong> where you can:<br></p>
<ul><li>Add a new playbook and use the Live Chat template</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/live%20chat%202.jpg" alt=""></figure>
<ul><li>Click on one of your existing playbooks and add a Live Chat card</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/live%20chat%201.jpg" alt=""></figure>
<p>If you’re adding a Live Chat card to an existing playbook, click <strong>“Save”</strong> to confirm and you'll see the Live Chat as part of your playbook.</p>
<hr>
<h2 style="text-align: justify">
<a name="configuring-the-live-chat"></a>Configuring the Live Chat </h2>
<div class="support-note primary">
<strong>Note: </strong>This action is only available to global admin users, or regular users with the right <a href="https://support.pipedrive.com/article/global-user-management" target="_blank" rel="noreferrer noopener">permissions</a>.</div>
<p style="text-align: justify">Once you’ve added a Live Chat card or created a new Live Chat playbook, you can use the <strong>pencil </strong>icon to edit it or the <strong>trash </strong><strong>can </strong>icon to delete it.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/live%20chat%204.jpg" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>If your Chatbot playbook isn’t embedded on a webpage, the status of your Live Chat card will be <strong>offline mode only.</strong><br></div>
<p>You have the following options for customizing your Live Chat card: </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/live%20chat%203.jpg" alt=""></figure>
<ul>
<li>
<strong>Online message – </strong>The message visitors see if there’s at least one user available to take the chat. </li>
<li>
<strong>Waiting time – </strong>The amount of time a visitor will wait for a Pipedrive user to pick up the chat. In this amount of time, a Pipedrive user must go into the <strong>unassigned</strong> folder, select the chat and click <strong>“Assign to me”</strong> for the chat to proceed.</li>
<li>
<strong>Offline message – </strong>The message visitors see if a user doesn’t pick up the chat within the waiting time.<br> </li>
</ul>
<p>Your offline and online messages can also have bolded or italicized text, embedded links, bullet lists or images included. </p>
<p style="text-align: justify"><strong>Offline mode </strong></p>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>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" rel="noreferrer noopener">in this article</a>.<br></div>
<p style="text-align: justify">If all users are offline, you can set up your offline flow to qualify or disqualify leads and create items in your Pipedrive account like <a href="https://support.pipedrive.com/hc/en/articles/207344415-Activities" target="_blank" rel="noreferrer noopener">activities</a>, <a href="https://support.pipedrive.com/hc/en/articles/360001998358-Leads-Inbox-" target="_blank" rel="noreferrer noopener">leads</a> or <a href="https://support.pipedrive.com/hc/en/articles/207344265-Deals-What-they-are-and-how-to-add-them" target="_blank" rel="noreferrer noopener">deals</a>.<br></p>
<p style="text-align: justify">Once a 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" rel="noreferrer noopener">installed on your website</a>, you can see the chats from your webpage in the <strong>Live Chat</strong> section of the account. </p>
<hr>
<h2 style="text-align: justify">
<a name="managing-your-conversations"></a> Managing your conversations </h2>
<div class="support-note success primary"><strong>Note</strong><strong>:</strong> Users can’t see a chat assigned to a different user unless the chat is reassigned or closed. </div>
<p><strong>Adding new chats</strong></p>
<p style="text-align: justify">In the <a href="https://pipedrivesupport.pipedrive.com/leads/live-chat" target="_blank" rel="noreferrer noopener"><strong>Live Chat inbox</strong></a>, you must click the toggle in the bottom-left corner <strong>“online”</strong> to start receiving chats. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/live%20chat%206.jpg" alt=""></figure>
<p style="text-align: justify">When a website visitor goes through the Chatbot flow and triggers the <strong>Live Chat</strong>, a conversation is created and added to the <strong>unassigned</strong> folder of your Live Chat page. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/live%20chat%208.jpg" alt=""></figure>
<p style="text-align: justify"> </p>
<p style="text-align: justify">Click on the conversation and select <strong>“Assign to me” </strong>to take ownership of the chat and add it to <strong>my conversations</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/live%20chat%207.jpg" alt=""></figure>
<p style="text-align: justify">The chat window will show if a lead or deal was created, along with a time stamp.</p>
<figure style="border:0px solid rgb(229,231,235);margin:0px auto 1em;padding:0px;clear:both;color:rgb(63,77,90);font-family:'system-ui';"><img src="https://kb-cms.pipedriveassets.com/live%20chat%2012.jpg" alt=""></figure>
<p style="text-align: justify">The visitor’s chat window will show the Pipedrive user has joined the chat, and the default name of your Chatbot will be updated to reflect the name of the assigned Pipedrive user. <br><strong><br>Reassigning chats</strong></p>
<p style="text-align: justify">To reassign a chat, use the drop-down in the top right corner and assign the chat to a new user, or <strong>“Unassigned” </strong>to remove ownership from the chat. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/live%20chat%209.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify">
<a name="collecting-user-information"></a> Collecting user information </h2>
<p style="text-align: justify">While you chat with your website visitors, you can collect their information and easily add it to the <strong>d</strong><strong>etails</strong> side panel. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/live%20chat%2011.jpg" alt=""></figure>
<p style="text-align: justify">You can add the following data using the Live Chat side panel: </p>
<ul><li>Deal value and expected close date</li><li>Person name, email and phone number</li><li>Organization name and address</li><li>Any custom note</li></ul>
<p style="text-align: justify">And you can create a <a href="https://support.pipedrive.com/hc/en/articles/360001998358-Leads-Inbox-" target="_blank" rel="noreferrer noopener">lead</a> or <a href="https://support.pipedrive.com/hc/en/articles/207344265-Deals-What-they-are-and-how-to-add-them" target="_blank" rel="noreferrer noopener">deal</a> by clicking on “<strong>Create lead</strong>” or <strong>“...” &gt; “Create deal</strong>.<strong>” </strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/live%20chat%2010.jpg" alt=""></figure>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> Creating a lead or deal from a chat doesn't close the conversation automatically.</div>
<p style="text-align: justify"><strong>Closing conversations </strong></p>
<p style="text-align: justify">Once you’ve finished qualifying your visitor, you can close the conversation to end the chat. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/live%20chat%2014.jpg" alt=""></figure>
<p style="text-align: justify">Closed conversations can be viewed in the <strong>closed conversations </strong>folder, and each includes a timestamp of when the conversation was closed. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/live%20chat%2015.jpg" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>Closed conversations can't be reopened. However, you can still add data to the right side panel and create leads and deals using the chat. <br></div>
<p style="text-align: justify"> </p>
<hr>
<h2 style="text-align: justify">
<a name="desktop-notifications"></a> Desktop notifications</h2>
<p style="text-align: justify">After configuring your <strong>Live Chat</strong>, you’ll be prompted to <strong>allow</strong> <strong>desktop notifications.</strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/live%20chat%2016.jpg" alt=""></figure>
<p style="text-align: justify">You will get a notification when the following occurs: </p>
<ul>
<li>A new conversation is added to the unassigned folder </li><li>New conversation is assigned to you</li>
<li>New message from a conversation assigned to you</li>
</ul>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>You can make additional adjustments, or turn in-app notifications off, by going to <strong>Company Settings &gt; <a href="https://knowledgebasetest.pipedrive.net/settings/notifications" target="_blank" rel="noreferrer noopener">Notifications</a>.</strong></div>

Live Chat

accessing-live-chat

Accessing Live Chat

configuring-the-live-chat

Configuring the Live Chat

managing-your-conversations

Managing your conversations

collecting-user-information

Collecting user information

desktop-notifications

Desktop notifications

<div class="support-note primary">
<strong>Note: </strong>Chatbot is part of our Leadbooster add-on package, which you can learn more about <a href="https://support.pipedrive.com/article/leadbooster-add-on" target="_blank" rel="noreferrer noopener">in this article</a>.</div>
<p style="text-align: justify">With Pipedrive’s Chatbot system, your customers can better qualify themselves as potential customers for your company using a scripted playbook embedded into your webpage.
</p>
<hr>
<h2>Where to find it</h2>
<div class="support-note success primary"><strong>Note: </strong>This action is only available to deal admin users.</div>
<p>To create a Chatbot playbook, go to <strong>Leads Inbox &gt; Chatbot &gt; “New playbook.” </strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/chatbot%201.jpg" alt=""></figure>
<hr>
<h2>Building your playbook</h2>
<div class="support-note success primary"><strong>Note: </strong>The left side of the screen shows the options being edited, and the right side shows how those changes will look.<br></div>
<p>When initially creating your playbook, you’ll have three windows for editing: </p>
<ul><li>The first window lets you choose a color palette</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/chatbot%202.jpg" alt=""></figure>
<ul><li>The second is for editing the name (the <strong>pencil </strong>icon,) profile picture (the <strong>camera</strong> icon,) and language </li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/chatbot%203.jpg" alt=""></figure>
<ul><li>The third window is to choose a starting template to populate your playbook responses</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/chatbot%204.jpg" alt=""></figure>
<p style="text-align: justify">In this third step, each template offers a unique starting point for your Chatbot playbook: </p>
<ul><li><strong>Get more leads – </strong>designed to fill your account with leads or deals</li><li><strong>Book more meetings –</strong> schedule specific activities with people interested in your company</li><li><strong>Qualify and route leads – l</strong>et visitors qualify themselves as interested and have them be assigned to a specific user in your Pipedrive account</li><li><strong>Chat with your leads – </strong>Engage with your website visitors directly through live chatting.</li></ul>
<p style="text-align: justify">After you’ve selected a template, click <strong>“Create playbook” </strong>and you’ll be redirected to the playbook editor. </p>
<hr>
<h2>Editing your playbook</h2>
<div class="support-note success primary"><strong>Note:</strong> We suggest starting with a simple template and customizing it to your company’s needs.</div>
<p><strong>Playbook editor</strong><br></p>
<p>Once you’ve finished creating your playbook, you can use the playbook editor to add, edit or delete cards from your playbook.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/chatbot%205.jpg" alt=""></figure>
<p style="text-align: justify">Here’s a list of functions available in the playbook editor: </p>
<ul><li>Hover over a card and use the <strong>pencil</strong> to edit it, or the <strong>trash can</strong> to delete it</li><li>You can also hover over the name of your playbook or the note underneath and click the <strong>pencil</strong> to edit them</li><li>Use the <strong>“+” </strong>in between any two cards to add a new one</li><li>Use the <strong>active</strong> toggle in the top right corner to turn your embedded playbook on or off </li></ul>
<p>When you’ve finished editing your playbook cards, click <strong>“Save” </strong>to confirm your changes. </p>
<p style="text-align: justify"><strong>Profile and theme</strong></p>
<p>You can revisit previous editing options under <strong>“Profile and theme,"</strong> including: </p>
<ul><li>Editing the name and profile picture</li><li>Choosing a color theme</li><li>Selecting your language and footer settings</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/chatbot%207.jpg" alt=""></figure>
<p>You’ll see a preview of the Chatbot as it appears on your webpage in this window. 
</p>
<hr>
<h2 style="text-align: justify">Installation</h2>
<div class="support-note success primary"><strong>Note:</strong> For your website visitors to view and interact with your Chatbot playbook, it needs to be embedded on your website. For a full guide on how to embed your Chatbot code, check out <a href="https://support.pipedrive.com/article/how-can-i-host-or-embed-my-chatbot" target="_blank" rel="noreferrer noopener">this article.</a></div>
<p style="text-align: justify">Once you’ve edited your playbook cards and Chabot appearance, you’ll need to embed your Chatbot into your webpage. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/chatbot%206.jpg" alt=""></figure>
<p>You have several pre-made code snippets you can embed onto popular web hosts, as well as a manual installation link.<br></p>
<div class="support-note success primary"><strong>Note: </strong>Clicking <strong>“send the instructions to your colleague” </strong>will generate an email containing the same instructions and code snippets.</div>
<hr>
<h2>Viewing your Chatbots</h2>
<p style="text-align: justify">From the Chatbot section under Leadbooster, you can see all of your existing Chatbot playbooks: </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/chatbot%208.jpg" alt=""></figure>
<p style="text-align: justify">You can see the status of your Chatbot, the number of views and clicks, and how many leads were qualified or disqualified. </p>
<p style="text-align: justify">Click the <strong>“...” </strong>on the right side of any playbook to open up the options menu, where you can: </p>
<ul><li><strong>Edit</strong> your playbook</li><li>View the <strong>installation</strong> code for webpage embedding </li><li><strong>Deactivate </strong>your Chatbot (remains embedded on your webpage, but doesn’t function)<strong><br></strong></li><li><strong>Delete</strong> or make a <strong>duplicate </strong>of your Chatbot</li></ul>
<div class="support-note success primary"><strong>Note: </strong>If you’ve embedded your Chatbot snippet and it’s not reflected on your webpage, please contact our <a href="https://support.pipedrive.com/contact-us" target="_blank" rel="noreferrer noopener">support team</a> for assistance. </div>

Chatbot

<div class="support-note primary">
<strong>Note: </strong>This action is only available to admin users.
</div>
<p><br>The Chatbot playbook is built around programming "cards" – messages with questions and answers – that appear to the visitors of your website and provide 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.<br> <br>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.</p>
<p>To edit the behavior of any of your Chatbot playbooks, go to the<strong> <a href="/settings/leadbooster_chat">Chatbot</a> </strong>tab in your account and select any of your existing playbooks. Once selected, go to the <strong>Playbook editor</strong> header to begin your customization.<br><br></p>
<figure><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"></figure>
<hr>
<h2>
<a name="setting-up-your-greeting-message"></a>Setting up your greeting message </h2>
<p>The first message you program in your playbook can be designated as a <strong>proactive</strong> message.<br>A <strong>proactive</strong> 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.<br><br>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.</p>
<figure><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"></figure>
<hr>
<h2>
<a name="capturing-information-from-visitors"></a>Capturing information from visitors</h2>
<p>After setting up your greeting message, you will be able to set up the rest of your playbook with <strong>Message</strong>, <strong>Question</strong>, or <strong>Capture</strong> cards. <br>How you structure the questions and responses is up to you, as you know the needs of your business better than anyone else. </p>
<ul>
<li>
<strong>Message card<br></strong>Send a message to your visitors at any point in the Chatbot flow. <br><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>
<strong>Question card</strong><br>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.<br><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>
<strong>Capture card</strong><br>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 <a href="https://support.pipedrive.com/hc/en/articles/207228075-Custom-Fields" target="_blank" rel="noreferrer noopener"><strong>custom fields</strong></a>, including text, large text, single option, multiple option, numerical and address type, monetary type and phone type.<br><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="setting-up-your-qualified-lead-or-deal"></a>Setting up your qualified lead or deal</h2>
<p>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.<br><br></p>
<figure><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"></figure>
<ul>
<li>
<strong>Owner and visibility</strong><br>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" rel="noreferrer noopener">visibility group</a> is able to view any information created from this chatbot playbook. </li>
<li>
<strong>Save preferences<br></strong>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>
<strong>Activity</strong><br>Give the visitor access to your <a href="https://support.pipedrive.com/hc/en/articles/115004426725-Scheduler" target="_blank" rel="noreferrer noopener">Scheduler link</a> (general availability) so they can schedule a call or meeting and talk about their interest in your company.</li>
<li>
<strong>Closing message</strong><br>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>
<p>When you are satisfied with the programmed playbook behavior for your Chatbot, click the "<strong>Save</strong>" button to finalize your changes.</p>

How can I edit the behavior of my chatbot?

setting-up-your-greeting-message

Setting up your greeting message

capturing-information-from-visitors

Capturing information from visitors

setting-up-your-qualified-lead-or-deal

Setting up your qualified lead or deal

<div class="support-note primary">
<strong>Note: </strong>This action is only available to admin users.
</div>
<p style="text-align: justify">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.</p>
<p style="text-align: justify">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.</p>
<hr>
<h2 style="text-align: justify">How to customize your Chatbot</h2>
<p style="text-align: justify">To start using the Chatbot customization options, go to the <strong><a href="/settings/leadbooster_chat">Chatbot</a> </strong>tab in your account, and either begin creating a new playbook, or select any of your existing playbooks. </p>
<p style="text-align: justify">To edit an existing playbook, click the <strong>"..." </strong>to the right of your playbook, and click <strong>Edit: </strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202022-06-09%20at%2012.13.13%20PM.png" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>The customizations available when creating a new playbook, are the same as those available through the editing option. <br></div>
<p style="text-align: justify">The first options you will have for customizing are related to the color scheme for your Chatbot, including custom color options: </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/ezgif-4-de50d2df63.gif" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>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.</div>
<p style="text-align: justify">Once you have confirmed your color choices, you will be able to choose both the associated name and image for your Chatbot, in addition to the language it uses: </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/ezgif-4-afb778e2d9.gif" alt=""></figure>
<p style="text-align: justify">Lastly, you will be able to choose the playbook template you want to have this Chatbot run: </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202022-06-09%20at%2012.06.08%20PM.png" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>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.<br></div>

How can I customize the look of my Chatbot?

<div class="support-note primary">
<strong>Note: </strong>This action is only available to admin users.
</div>
<p><br>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.<br><br>To view the embed information of any of your Chatbot playbooks, go to the<strong> <a href="/settings/leadbooster_chat">Chatbot</a></strong> tab in your account and select any of your existing playbooks. Once selected, go to the <strong>Installation</strong> header to find the information necessary to host the Chatbot playbook in various ways.<br><br></p>
<figure><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"></figure>
<div class="support-note success primary"><strong>Note:</strong> 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.</div>
<p>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: </p>
<ul>
<li><strong>Adding it manually</strong></li>
<li><strong>WordPress</strong></li>
<li><strong>Squarespace</strong></li>
<li><strong>Google Tag Manager<br><br></strong></li>
</ul>
<p>When you are satisfied with the embedding information for this playbook, click the "<strong>Save</strong>" button.</p>
<div class="support-note success primary"><strong>Note:</strong> 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.</div>

How can I host or embed my Chatbot?

<div class="support-note success primary"><strong>Note: </strong>This page is only available to admin Users with the <strong>Chatbot</strong> paid add-on.<br></div>
<p>After you embed your <a href="https://support.pipedrive.com/article/chatbot" target="_blank" rel="noreferrer noopener">Chatbot</a> in your website, you will be able to monitor its performance and status.</p>
<figure><img src="https://kb-cms.pipedriveassets.com/chatbot_playbooks.png" alt=""></figure>
<ul><li><strong>Viewed –</strong> The number of times your Chatbot has been viewed.</li><li><strong>Clicked – </strong>The number of times a viewer interacted with your Chatbot. Interacting, in this case, counts as when someone typed into the chat but the conversation was not completed.</li><li><strong>Qualified –</strong> Successful chat submissions.</li><li><strong>Disqualified –</strong> The number of chats that were not qualified as leads or deals.</li><li><strong>Status –</strong> Active or inactive. If you deactivate your playbook, it will show up under <strong>Inactive Playbooks</strong> and won't be executed on your website.</li></ul>
<p>If you click on the "<strong>...</strong>"<strong> </strong>button next to each Chatbot playbook, you can edit and embed, deactivate, duplicate and delete the playbook in your profile.</p>

Chatbot: performance and status

<p><a href="https://support.pipedrive.com/article/chatbot" target="_blank" rel="noreferrer noopener">Chatbot</a>, in addition to many customization options, also offers some helpful settings.</p>
<p>You can find them by going to <strong>Leads &gt; Chatbot &gt;</strong> <a href="https://app.pipedrive.com/leads/chatbot" target="_blank" rel="noreferrer noopener"><strong>Settings</strong></a>.</p>
<hr>
<h2>Tracking and saving the chat conversion URL</h2>
<p>To optimize your website's Chatbot, it's important to know which pages on your site the Chatbot conversations are coming from. </p>
<p>You can do so by toggling the track and save feature on: </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202022-07-18%20at%2011-53-25.gif" alt=""></figure>
<p>When you toggle this setting on, a custom field will be created where you can save the URL of the webpage where Chatbot conversation took place.</p>
<p>If you navigate to <strong>Settings &gt;</strong> <a href="https://app.pipedrive.com/settings/fields" target="_blank" rel="noreferrer noopener"><strong>Data fields</strong></a>, you will see a field under the Lead/Deal section, with the name <strong>Chat conversion URL. </strong></p>
<div class="support-note success primary"><strong>Note:</strong> By clicking the <strong>"..."</strong> to the right of the new field, you can select the <strong>e</strong><strong>dit</strong> option to change the field name and visibility. </div>
<hr>
<h2>Collecting data from unfinished chats</h2>
<p>Having a Chatbot on your web page is an excellent way to collect leads, but sometimes your chats end unexpectedly, and you can miss out on valuable leads. </p>
<p>This is why Pipedrive's Chatbot tool allows you to create leads out of your unfinished Chatbot conversations. </p>
<div class="support-note success primary"><strong>Note: </strong><strong>Unfinished</strong> is defined as a chat which did not reach a live agent, and has been unresponsive for 8 hours. </div>
<h3>Where to find it</h3>
<p>To activate the setting, go to <strong>Leads &gt; Chatbot &gt;</strong> <a href="https://app.pipedrive.com/leads/chatbot" target="_blank" rel="noreferrer noopener"><strong>Settings</strong></a>. There you will find the toggle to turn it on: </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202022-07-18%20at%2011.13.17%20AM.png" alt=""></figure>
<h3>Editing save conditions </h3>
<p>By clicking the <strong>e</strong><strong>dit</strong> option below the capture toggle, you can make changes to how the data from your unfinished Chatbot conversation is entered into Pipedrive: </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202022-07-18%20at%2011-18-39.gif" alt=""></figure>
<p>Here's what you can edit: </p>
<ul><li>Save location – data can be saved as a lead or a deal</li><li>Lead title prefix – to distinguish which leads or deals were created from unfinished conversations</li><li>Owner and visibility – to assign new leads or deals to a specific user, as well as assign visibility access to other users</li></ul>
<p>At the bottom, you can also check the <strong>Send email notifications </strong>box to send an email to the owner when a new lead or deal is added.</p>

Chatbot settings

<p style="text-align: justify"><a href="https://support.pipedrive.com/article/chatbot" target="_blank" rel="noreferrer noopener">Chatbot</a> is an amazing tool for collecting and converting <a href="https://support.pipedrive.com/article/leads-inbox" target="_blank" rel="noreferrer noopener">leads</a>. But sometimes, a visitor will start a conversation with your bot and leave your website halfway. <br><br>What if you could see which parts of your sales process trigger prospects to drop off and which are creating the most leads? With <strong>Chatbot's drop-off analytics</strong> feature, you can see exactly how effective each part of your bot's flow is.</p>
<hr>
<h2>Where can I find it?<a name="where-can-i-find-it"></a></h2>
<p style="text-align: justify">Start by going to <strong>Leads</strong> &gt; <strong><a href="https://app.pipedrive.com/leads/chatbot" target="_blank" rel="noreferrer noopener">Chatbot</a></strong>,<strong> </strong>where you can create a new playbook or select any of your existing playbooks: </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-07-13%20at%2019.48.24.png" alt=""></figure>
<p style="text-align: justify">Once you select a playbook, you will be directed to the editing screen. If you have <strong>already published your Chatbook to your web page</strong> and it has generated user traffic, you will see at the bottom of the page the option to show or hide drop-off numbers: </p>
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-07-13%20at%2019.57.03.png" alt=""></figure>
<p style="text-align: justify">This will show you if or what percent of Chatbot interactions ended at a specific point in the playbook. </p>
<p>If you want to turn those analytics off again, click the "Hide drop-off numbers" prompt in the bottom left corner: </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202022-07-14%20at%2008-59-03.gif" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>These measurements are not applied to end cards. </div>
<hr>
<h2 style="text-align: justify">How is drop-off data saved?<a name="how-is-drop-off-data-saved"></a></h2>
<p style="text-align: justify">The Chatbot feature will continue compiling drop-off data for a playbook until its edited. Once a playbook has been edited, the drop-off data will reset and begin compiling a new set of data. </p>
<p style="text-align: justify">When a playbook has been updated, the prompt featuring drop-off numbers will be greyed out and inaccessible until the updated playbook has seen new interactions: </p>
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202022-07-13%20at%2020-14-38.gif" alt=""></figure>

Chatbot: drop-off analysis

where-can-i-find-it

Where can I find it?

how-is-drop-off-data-saved

How is drop-off data saved?

<p>Paying for the Leadbooster add-on and Prospector credits is a simple and intuitive process and only takes a few clicks!</p>
<hr>
<h2 style="text-align: justify"><a name="paying-for-leadbooster"></a>Paying for Leadbooster</h2>
<div class="support-note success primary"><strong>Note: </strong>You can read more about the LeadBooster add-on and what's included <a href="https://support.pipedrive.com/en/article/leadbooster-add-on">in this article</a>.</div>
<p>To pay for Leadbooster, go to your <strong>Leads </strong>section, select any of the tools under Leadbooster, and click <strong>"Activate Leadbooster." </strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/chatbot%209.jpg" alt=""></figure>
<p style="text-align: justify">Then select <strong>“Confirm and activate” </strong>in the confirmation screen to start using Leadbooster. <br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/pay%20for%20leads%201.jpg" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>It can take several minutes for Leadbooster's features to become available after confirmation. If it takes longer than that, check your billing to make sure it’s listed there, then reach out to our <a href="https://support.pipedrive.com/contact-us" target="_blank" rel="noreferrer noopener">support team</a>. <br></div>
<hr>
<h2>How much does LeadBooster cost?<br><a name="how-much-does-lead-booster-cost"></a></h2>
<div class="support-note success primary"><strong>Note: </strong>The payment frequency of your Leadbooster subscription will always match your company account’s.<br></div>
<p>There are two prices for Leadbooster, based on your payment frequency: </p>
<ul><li>The monthly cost is $39/month</li><li>The annual cost is $390/year (or $32.50/month)</li></ul>
<div>Leadbooster is a recurring charge that occurs at the same time as your Pipedrive subscription renewal.<br></div>
<ul><li>You can add credits via one-time packages that will not increase your LeadBooster subscription. However, these credits will be more expensive and appear separately on your invoice.</li><li>You can add Prospector lead credits when using the Prospector feature or in 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" alt="One time purchase"></figure>
<div class="support-note success primary"><strong>Note: </strong>With LeadBooster added to your account, you receive <strong>10 </strong>Prospector<strong> </strong>lead credits monthly at no additional cost.</div>
<hr>
<h2 style="text-align: justify"><a name="prospector"></a>Prospector </h2>
<div class="support-note success primary"><strong>Note: </strong>Unused Prospector credits will be deleted at the end of your billing period, and replaced with new credits based on the number of monthly credits you’re paying for.<br></div>
<p style="text-align: justify"><strong><a href="https://support.pipedrive.com/en/article/prospector"></a></strong><a target="_blank" href="https://support.pipedrive.com/en/article/prospector" rel="noreferrer noopener">Prospector</a> is an outbound lead generation tool that allows you to search for and gather high-quality leads based on set criteria and use credits to reveal the leads' data.</p>
<p style="text-align: justify"><strong>Paying for credits</strong><br></p>
<p style="text-align: justify">To edit your monthly Prospector credits, go to <strong>Billing &gt; “</strong><strong><a target="_blank" href="https://app.pipedrive.com/settings/subscription/addons" rel="noreferrer noopener">Manage add-ons</a>.”</strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/pay%20for%20leads%202.jpg" alt=""></figure>
<p style="text-align: justify">Then select <strong>“Change number”</strong> in the Leadbooster section:</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/pay%20for%20leads%205.jpg" alt=""></figure>
<p style="text-align: justify">and use the slider to select the number of monthly credits you want, then click <strong>“Confirm.”</strong></p>
<p>As you move the slider, the cost of credits is reflected on the right. The more credits you choose, the cheaper the cost per credit overall.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/pay%20for%20leads%206.jpg" alt=""></figure>
<p style="text-align: justify"><br>As per the <strong>monthly credit allowance period, </strong>the number you select here represents the credits added to your account at the start of each billing cycle, while the existing credits from the previous billing cycle are deleted. </p>
<div class="support-note success primary"><strong>Note: </strong>Adding credits to your account in the middle of your billing period means you receive fewer credits based on the time until your next subscription renewal, and you’re only charged for the new credits added. The full amount is applied starting from your next subscription renewal.</div>
<p style="text-align: justify"><strong>Annual subscription</strong><br></p>
<p style="text-align: justify">There are two important things to know about using Prospector on an annual subscription: </p>
<p>On an annual subscription, your Prospector lead credits are added to your account <strong>monthly,</strong> on the corresponding day of the month your billing cycle started. </p>

<ul><li>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.</li></ul>
<p>Any <strong>downgrades</strong> you make to your add-on are applied at the <strong>end </strong>of the current billing cycle.</p>
<ul><li>So if you <strong>downgrade </strong>the number of monthly Prospector lead credits<strong> </strong><strong>during</strong> your annual subscription, the downgrade<strong> takes effect</strong> at the <strong>end</strong> of your annual billing cycle.</li></ul>
<div class="support-note success primary"><strong>Note: </strong>If multiple changes are made to your monthly credit allowance, the most recent settings added to your subscription are used.</div>
<hr>
<h2 style="text-align: justify"><a name="reading-your-invoice"></a>Reading your invoice</h2>
<p style="text-align: justify">Your Prospector credits are split into separate charges on your invoice because the more credits you buy, the cheaper the cost per unit. You can see how this works in the example below:</p>
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-06-11%20at%2016.49.34.png" alt="Invoice"></figure>
<p style="text-align: justify"><br>In this case: </p>
<ul><li>The first 10 Prospector lead credits are <strong>included </strong>in the LeadBooster add-on<strong> at no extra cost. </strong></li><li>The next 30 are $1.00 per credit. </li><li>The final 60 are only $0.50 per credit.</li></ul><div class="support-note success primary"><strong>Note: </strong>For information on how Prospector collects data, check out <a href="https://support.pipedrive.com/article/how-does-the-prospector-feature-collect-data" target="_blank" rel="noreferrer noopener">this guide</a>. </div>

<hr>
<h2>Cancelling your subscription<a name="cancelling-your-subscription"></a></h2>
<p>To see your Leadbooster subscription and make changes to it, go to <strong>Company settings &gt; Billing &gt; “Manage add-ons.”</strong></p>
<figure style="border:0px solid rgb(229,231,235);margin:0px auto 1em;padding:0px;clear:both;color:rgb(63,77,90);font-family:'system-ui';"><img src="https://kb-cms.pipedriveassets.com/pay%20for%20leads%202.jpg" alt=""></figure>
<p>From there, you can remove the Leadbooster add-on by selecting <strong>“Remove from plan,” </strong>and clicking <strong>“Add billing details” </strong>in the bottom-right corner.</p>
<figure style="border:0px solid rgb(229,231,235);margin:0px auto 1em;padding:0px;clear:both;color:rgb(63,77,90);font-family:'system-ui';"><img src="https://kb-cms.pipedriveassets.com/pay%20for%20leads%204.jpg" alt=""></figure>
<p>The cost of your next invoice is estimated in the bottom-right corner and adjusts in real time to any changes made to your subscriptions. </p>
<div class="support-note success primary"><strong>Note: </strong>You can use this same method to re-activate your Leadbooster, but you’ll click <strong>“+ Add to plan” </strong>instead</div>

Paying for the LeadBooster add-on and Prospector lead credits

paying-for-leadbooster

Paying for Leadbooster

how-much-does-lead-booster-cost

How much does LeadBooster cost?

prospector

reading-your-invoice

Reading your invoice

cancelling-your-subscription

Cancelling your subscription

<div class="support-note primary">
<strong>Note: </strong>You must have an active Pipedrive account to use the Leadbooster add-on. <a href="https://support.pipedrive.com/en/article/leadbooster-add-on">LeadBooster add-on</a> users receive full, unlimited access to <a href="https://support.pipedrive.com/en/article/scheduler">Scheduler</a>.<br></div>
<p style="text-align: justify"><strong>LeadBooster</strong> 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. </p>
<p>Once the LeadBooster add-on has been added to your subscription, you can view the features under the <a href="https://support.pipedrive.com/article/leads-inbox" target="_blank" rel="noreferrer noopener">Leads Inbox</a> in your account.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/leadbooster%205.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify"> <a name="what-is-included"></a>What is included?</h2>
<div class="support-note primary">
<strong>Note: </strong><strong><a href="https://support.pipedrive.com/hc/en/articles/360002296018-Web-Visitors-feature-BETA-" target="_blank" rel="noreferrer noopener">Web Visitors</a></strong> is not included<strong> </strong>in the LeadBooster add-on package and must be purchased separately. </div>
<p style="text-align: justify"><br>The LeadBooster add-on includes four amazing tools for you to maximize your leads: </p>
<ul><li><strong>Chatbot</strong></li><li><strong>Live Chat</strong></li><li><strong>Prospector</strong> </li><li><strong>Web Forms</strong></li></ul>
<p style="text-align: justify"><strong>Chatbot</strong></p>
<div class="support-note success primary"><strong>Note</strong>: Learn more about <strong>Chatbot</strong> <a href="https://support.pipedrive.com/hc/en/articles/360001584177-LeadBooster" target="_blank" rel="noreferrer noopener">in this article</a>.</div>
<p style="text-align: justify">The <strong>Chatbot</strong> is a tool that allows your customers to better qualify themselves as potential customers of your company.</p>
<p style="text-align: justify">You can set up a Chatbot on your website and use a playbook to acquire lead information to create leads, deals or people in your account based on the chat. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/leadbooster%201.jpg" alt=""></figure>
<p style="text-align: justify"><strong>Live Chat<br></strong></p>
<div class="support-note success primary"><strong>Note: </strong>Learn more about <strong>Live Chat</strong> <a href="https://support.pipedrive.com/hc/en/articles/360008032277-Live-Chat-" target="_blank" rel="noreferrer noopener">in this article</a>.<br></div>
<p style="text-align: justify">The <strong>Live Chat </strong>feature is part of your <a href="https://support.pipedrive.com/hc/en/articles/360001584177-LeadBooster" target="_blank" rel="noreferrer noopener">Chatbot playbook</a> flow that allows you and your team to chat directly with your website visitors and personalize your lead qualification process. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/leadbooster%202.jpg" alt=""></figure>
<p style="text-align: justify"><strong><br>Web Forms<br></strong></p>
<div class="support-note success primary"><strong>Note: </strong>You can learn more about <strong>Web Forms</strong> <a href="https://support.pipedrive.com/article/web-forms" target="_blank" rel="noreferrer noopener">in this article</a>.<br></div>
<p style="text-align: justify">With <strong>Web Forms, </strong>you can create your own personalized, embeddable forms for your website to collect your visitors’ information and funnel them into Pipedrive as deals or leads. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/leadbooster%203.jpg" alt=""></figure>
<p style="text-align: justify"><br><strong>Prospector</strong></p>
<div class="support-note success primary"><strong>Note: </strong>You can learn more about <strong>Prospector</strong> <a href="https://support.pipedrive.com/hc/en/articles/360011001417-Prospector-BETA-" target="_blank" rel="noreferrer noopener">in this article</a>.<br></div>
<p style="text-align: justify">The <strong>Prospector feature </strong>is an outbound lead generation tool that helps you find new leads from a database of 400 million profiles and 10 million companies. </p>
<p style="text-align: justify">Once you create target customers using filters like job title, location and industry, the tool reveals the leads that best match your search criteria. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/leadbooster%204.jpg" alt=""></figure>
<p style="text-align: justify"> </p>
<p style="text-align: justify">If you want to purchase more <strong>Prospector</strong> lead credits, the cost depends on the number of credits you want. You can check the price of adding lead credits <a href="https://support.pipedrive.com/hc/en/articles/360011001417-Prospector-BETA-#C4" target="_blank" rel="noreferrer noopener">in this article</a>.</p>
<hr>
<h2 style="text-align: justify"> <a name="how-much-does-lead-booster-cost"></a>How much does LeadBooster cost?</h2>
<div class="support-note success primary"><strong>Note: </strong>Learn more about Pipedrive pricing on <a href="https://www.pipedrive.com/en/pricing" target="_blank" rel="noreferrer noopener">our website</a>.<br></div>
<p style="text-align: justify">The cost of Leadbooster varies based on the payment frequency you choose: </p>
<ul>
<li>LeadBooster costs $39 per month per company on the monthly plan. </li><li>LeadBooster costs $32.50 per month per company on the annual plan ($390 due at purchase.) </li></ul>
<p style="text-align: justify">This is a recurring charge that occurs at the same time as your Pipedrive subscription renewal.<br></p>
<div class="support-note success primary"><strong>Note: </strong>You’ll receive 10 Prospector credits when you subscribe to Leadbooster, but additional Prospector credits are charged separately from your Leadbooster subscription.</div>

LeadBooster add-on

what-is-included

What is included?

<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>As of August 28, 2023, the WhatsApp integration is no longer available for new customers. Existing users of the integration can still access the feature, but it can’t be found in the Marketplace or the messaging app for new users.</div>
<p style="text-align: justify">When using Pipedrive’s <a href="https://app.pipedrive.com/leads/messaging" title="https://app.pipedrive.com/leads/messaging">messaging inbox</a>, you may run into technical issues such as not receiving desktop notifications as expected. We have gathered the most common reasons for these issues and some tips to fix them.</p>
<hr>
<h2 style="text-align: justify">Pipedrive issues<a name="pipedrive-issues"></a></h2>
<p style="text-align: justify">If you notice that you are not receiving notifications on your Pipedrive browser, it could be one of the following reasons:</p>
<ul><li><strong>You are working in a messaging inbox conversation – </strong>If you have the Pipedrive web app open and are working directly in the messaging inbox window, no desktop notifications will appear <strong>for that specific conversation</strong>. This means that when you have the messaging inbox window open, you will only see desktop notifications from different conversations that you are not currently focused on.</li><li><strong>You have your desktop notifications switched off – </strong>To receive desktop notifications from the messaging inbox, you will need to make sure that you have <strong>desktop notifications</strong> enabled. To check your messaging notifications settings, click on the <strong>bell</strong> icon in the messaging inbox.</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-05-02%20at%2018.12.26.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">Browser settings<a name="browser-settings"></a></h2>
<p style="text-align: justify">The most common issues with desktop notifications are caused by your browser settings.</p>
<p style="text-align: justify">Here are some of the most common browser issues:</p>
<ul><li><strong>Browser not running –</strong> For most browsers, the browser application needs to run for a notification to appear. It is not necessary for the Pipedrive tab to be open for notifications to appear, but the browser needs to be open.</li><li><strong>The browser does not support notifications – </strong>Some browsers may not support notifications. We suggest using Google Chrome or Firefox, as both browsers support desktop notifications.</li><li><strong>Notifications are disabled in the browser – </strong>For some browsers to show desktop notifications, you will need to enable notifications.</li><li><strong>Desktop notifications are not enabled in messaging inbox –</strong> You must first enable desktop messaging inbox notifications for your Pipedrive company.</li></ul>
<p style="text-align: justify"><strong>How can I enable desktop notifications on my browser?</strong></p>
<ul><li>For Mac:</li></ul>
<p>Go to <strong>System preferences &gt; Notifications &gt; Google Chrome (or your browser) &gt; Allow Notifications</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/mac%20notifications%201.png" alt=""></figure>
<ul><li>For Windows:</li></ul>
<p>Go to <strong>Settings &gt; System &gt; Notifications &amp; actions &gt; </strong>Under<strong> Get notifications from these senders</strong> select <strong>Google Chrome (or your browser)</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/windows%20notifications.png" alt=""></figure>
<p style="text-align: justify"><br><strong>How can I enable desktop notifications for my Pipedrive company?</strong></p>
<p style="text-align: justify">The easiest way to enable desktop notifications for your Pipedrive company account is to click on <strong>“a</strong><strong>llow desktop notifications”</strong> from your messaging notification settings window.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/allow%20notifs.png" alt=""></figure>
<p style="text-align: justify">Then, on the browser’s confirmation modal window, click <strong>“</strong><strong>Allow”</strong>.</p>
<hr>
<h2 style="text-align: justify">Other solutions<br><a name="other-solutions"></a></h2>
<p style="text-align: justify"><strong>Computer Do Not Disturb setting enabled</strong></p>
<p style="text-align: justify">Most systems have a <strong>Do Not Disturb</strong> setting that will prevent you from receiving notifications when enabled. Desktop notifications will <strong>not appear </strong>if your computer is set to Do Not Disturb.</p>
<ul><li>For Mac:</li></ul>
<p style="text-align: justify">You can change the <strong>Do Not Disturb</strong> setting in the <strong>Notifications</strong> section under your <strong>System Preferences</strong>. Learn how to use the Do Not Disturb feature <a href="https://support.apple.com/en-gb/HT204079" title="https://support.apple.com/en-gb/HT204079">in this article</a>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/do%20not%20disturb.png" alt=""></figure>
<ul><li>For Windows 10:</li></ul>
<p>This feature is called <strong>F</strong><strong>ocus assist</strong>. It is located in the panel on the right-hand side of your screen and can also be accessed via settings. Learn how to use Focus assist <a href="https://support.microsoft.com/en-us/help/4026996/windows-10-turn-focus-assist-on-or-off" title="https://support.microsoft.com/en-us/help/4026996/windows-10-turn-focus-assist-on-or-off">in this article.</a></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-08-28_at_16.46.54%20copy.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">Reset your notifications<br><a name="reset-your-notifications"></a></h2>
<p style="text-align: justify">If the tips above did not fix the technical issues with your notifications, you should reset them.</p>
<p style="text-align: justify">To do so:</p>
<ul><li>Block notifications for [yourcompany].pipedrive.com domain</li><li><a href="https://support.pipedrive.com/article/how-do-i-clear-my-browser-s-cache-and-cookies" target="_blank" rel="noreferrer noopener">Clear your browser’s cache and cookies</a></li><li>Allow notifications again</li><li>Clear your browser’s cache and cookies again<br></li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Notifications_setting%20%281%29%20copy.png" alt=""></figure>
<p>Or:</p>
<ul><li>Click on <strong>“</strong><strong>Reset permission”</strong></li><li><a href="https://support.pipedrive.com/article/how-do-i-clear-my-browser-s-cache-and-cookies" target="_blank" rel="noreferrer noopener">Clear your browser’s cache and cookies</a>.</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-05-10%20at%2016.56.24.png" alt=""></figure>
<p style="text-align: justify">Once this is done, a new notification request will be created and the old one removed. Any issues connected to possible wrong requests will then be resolved. </p>
<p style="text-align: justify">If the problems persist after all of the above, try another browser. This way, we can determine if it is a browser-specific issue.</p>
<p style="text-align: justify">If the issues persist after the steps above, <a href="https://support.pipedrive.com/contact-us" title="https://support.pipedrive.com/hc/en/articles/115005875565-How-can-I-contact-Pipedrive-Support-" target="_blank" rel="noreferrer noopener">contact our support team</a>.</p>

Troubleshooting: messaging inbox (BETA)

other-solutions

Messaging inbox (BETA)

the-inbox

The inbox

notifications

Notifications

conversation-management

Conversation management

linking-conversations-to-contacts-leads-or-deals

Linking conversations to contacts, leads, or deals

<p style="text-align: justify">When using the Leads Inbox, you can easily update your lead information individually or in bulk. </p>
<hr>
<h2 style="text-align: justify">Updating leads individually<a name="updating-leads-individually"></a></h2>
<p style="text-align: justify">To update lead information individually, start by clicking on a lead. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/update%20leads%205.jpg" alt=""></figure>
<p style="text-align: justify">This opens the lead detail view, where you can: </p>
<ul><li>Update <strong>lead </strong>or <strong>contact details</strong> </li><li>Add<strong> notes </strong> </li><li>Create and update <strong>activities</strong>. </li><li>Add, edit and delete <strong>custom field</strong> data</li><li>Convert leads into <strong>deals</strong></li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/update%20leads%201.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify">Updating leads in bulk <a name="updating-leads-in-bulk"></a></h2>
<div class="support-note success primary"><strong>Note: </strong>If you don’t see certain fields or the option to edit leads, it may be due to restricted <a href="https://support.pipedrive.com/article/permission-sets" target="_blank" rel="noreferrer noopener">permissions</a>. </div>
<p style="text-align: justify">Selecting multiple leads in the list view opens the <strong>bulk edit</strong> menu, where you can update the lead <strong>title</strong>, <strong>labels</strong>, <strong>value,</strong> <strong>owner </strong>and<strong> visibility.</strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/update%20leads%202.jpg" alt=""></figure>
<p style="text-align: justify">In the top left corner, you can see additional bulk actions for leads: </p>
<ul><li>Send group email</li><li>Convert lead to deals</li><li>Archive</li><li>Delete using the <strong>trash can</strong> icon</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Updating%20leads%206.jpg" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>Only default lead fields can be edited in bulk.<br></div>
<hr>
<h2 style="text-align: justify">Deleting leads<a name="deleting-leads"></a></h2>
<p style="text-align: justify">If you want to delete leads, there are two methods you can use for this. The first is to open an individual lead and click the "<strong>...</strong>”<strong> </strong>to select the “<strong>Delete lead</strong>” option: </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/update%20leads%204.jpg" alt=""></figure>
<p style="text-align: justify">and the second is to select one or more leads in your list view, then click the <strong>trash can</strong> icon to delete: </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/update%20leads%203.jpg" alt=""></figure>
<hr>
<h2>Archiving leads<a name="archiving-leads"></a></h2>
<p>If you have leads you want to keep, but don't want to work with right now, you can <strong>archive</strong> them. </p>
<p>To do so, select one or more leads from your inbox and click <strong>“archive.”</strong></p><figure><img src="https://kb-cms.pipedriveassets.com/archive%201.jpg" alt=""></figure>
<p>Then you can click the icon in the top left corner to view your archived leads</p><figure><img src="https://kb-cms.pipedriveassets.com/archive%202.jpg" alt=""></figure>
<p style="text-align: justify">You can also move archived leads back into your inbox by selecting one or more archived leads and clicking <strong>“unarchive.”</strong></p><figure><img src="https://kb-cms.pipedriveassets.com/archive%203.jpg" alt=""></figure>

How can I update my leads?

updating-leads-individually

Updating leads individually

updating-leads-in-bulk

Updating leads in bulk

deleting-leads

Deleting leads

archiving-leads

Archiving leads

<p style="text-align: justify">Your <a href="https://support.pipedrive.com/hc/en/articles/360001998358-Leads" target="_blank" rel="noreferrer noopener">Leads Inbox</a> can get cluttered with potential sales, so adding color-coded <strong>lead labels</strong> lets you visually categorize your leads as you are working through qualifying them. </p>
<figure><img src="https://kb-cms.pipedriveassets.com/lead%20labels%202.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify">
<a name="adding-lead-labels"></a>Adding lead labels</h2>
<div class="support-note success primary"><strong>Note:</strong> Lead labels can’t be imported.</div>
<p style="text-align: justify">To add a label to a lead, select a lead from your Leads Inbox and click <strong>”+ Add labels“ </strong>in the details section. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/lead%20labels%2012.jpg" alt=""></figure>
<p style="text-align: justify">Since your leads may not always fall just under one category, you can assign multiple labels at a time.</p>
<figure><img src="https://kb-cms.pipedriveassets.com/lead%20labels%2010.jpg" alt=""></figure>
<p style="text-align: justify"><strong><br>How can I create new labels? </strong></p>
<p style="text-align: justify">To create a new lead label, go to the labels section in your details and click <strong>”</strong><strong>+ Add new label.“</strong></p>
<p style="text-align: justify"><strong><br></strong></p>
<figure><img src="https://kb-cms.pipedriveassets.com/lead%20labels%2011.jpg" alt=""></figure>
<p style="text-align: justify">Choose a name and color for your lead, then click <strong>”Save“</strong> to confirm.</p>
<figure><img src="https://kb-cms.pipedriveassets.com/lead%20labels%209.jpg" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>To remove a label from a lead, click on a label that’s already been added. <br></div>
<hr>
<h2 style="text-align: justify">Editing lead labels<a name="editing-lead-labels"></a></h2>
<p style="text-align: justify">You can edit existing labels by clicking the <strong>pencil icon</strong> next to one.</p>
<figure><img src="https://kb-cms.pipedriveassets.com/lead%20labels%204.jpg" alt=""></figure>
<p style="text-align: justify">You can alter the name and color, or delete the label by clicking the <strong>trash can</strong> icon. </p>
<figure><img src="https://kb-cms.pipedriveassets.com/lead%20labels%203.jpg" alt=""></figure>
<p style="text-align: justify">Click <strong>”Save“ </strong>to confirm the changes. </p>
<div class="support-note success primary"><strong>Note:</strong> If you delete a label, it will be deleted for any leads that have this label applied.</div>
<hr>
<h2 style="text-align: justify">
<a name="filtering-by-lead-labels"></a>Filtering by lead labels </h2>
<p style="text-align: justify">On the top right corner of your leads page, click the <strong>labels dropdown </strong>to view your existing labels and select one or multiple labels to filter by.</p>
<figure><img src="https://kb-cms.pipedriveassets.com/lead%20labels%201.jpg" alt=""></figure>
<p style="text-align: justify">When you filter for one label, you‘ll see leads that include that label even if the leads have additional labels. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/lead%20labels%205.jpg" alt=""></figure>
<p style="text-align: justify">You can reset the filter by clicking <strong>”All labels.“</strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/lead%20labels%2013.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify">
<a name="bulk-editing-lead-labels"></a>Bulk editing lead labels</h2>
<p style="text-align: justify">You can add labels to multiple leads by selecting them in the Leads inbox to open the <strong>bulk editing</strong> menu. </p>
<figure><img src="https://kb-cms.pipedriveassets.com/lead%20labels%207.jpg" alt=""></figure>
<p style="text-align: justify">You can select one or multiple labels to add, and click <strong>”Update“</strong> in the bottom right corner to confirm the changes. </p>
<figure><img src="https://kb-cms.pipedriveassets.com/lead%20labels%206.jpg" alt=""></figure>

Lead labels

adding-lead-labels

Adding lead labels

editing-lead-labels

Editing lead labels

filtering-by-lead-labels

Filtering by lead labels

bulk-editing-lead-labels

Bulk editing lead labels

<div class="support-note success primary"><strong>Note: </strong>This action is only available to global admin users or users with the permission <strong>“Convert deals to leads”</strong> enabled. This permission is enabled for regular users by default.</div>
<p> If a <a href="https://support.pipedrive.com/hc/en/articles/207344265-Deals" target="_blank" rel="noreferrer noopener">deal</a> isn‘t ready to move through your pipeline but also not ready to be marked as lost, you can convert it to a lead and add it to your <a href="https://support.pipedrive.com/hc/en/articles/360001998358" target="_blank" rel="noreferrer noopener">Leads Inbox</a> until it‘s ready to be pursued again.</p>
<hr>
<h2 style="text-align: justify">
<a name="converting-your-deals-to-leads"></a>Converting your deals to leads </h2>
<div class="support-note success primary"><strong>Note: </strong>Invoices and deal history are not included in the converted lead.</div>
<p style="text-align: justify">A deal can be converted to a lead from a number of entry points in Pipedrive:</p>
<p style="text-align: justify"><strong>Pipeline view</strong></p>
<ul>
<li>Drag-and-drop your deal to the <strong>“Move to”</strong> option in the bottom right corner of your pipeline view, then select the location you want to move your deal to. Select <strong>“Leads”</strong> as the save location and click on <strong>“Save.”</strong><br> 
</li>
</ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deals%20to%20leads%201.2.jpg" alt=""></figure>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deals%20to%20leads%202.jpg" alt=""></figure>
<p style="text-align: justify"><strong>Deal detail view </strong> </p>
<ul>
<li>Click on <strong>“...”</strong> <strong>&gt; Convert to a lead</strong> in the top right corner of a deal's <a href="https://support.pipedrive.com/hc/en/articles/360000106249" target="_blank" rel="noreferrer noopener">detail view</a>.</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deals%20to%20leads%203.jpg" alt=""></figure>
<p style="text-align: justify"> 
</p>
<p style="text-align: justify"><strong>Deals list view</strong></p>
<div class="support-note success primary"><strong><strong>Note:</strong> </strong>You can convert up to 100 deals at a time from the list view.<br></div>
<ul>
<li>
<strong>Filtered list –</strong> Click on <strong>“...”</strong> <strong>&gt; Convert filter results to leads</strong> 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" rel="noreferrer noopener">filtered</a> list of deals to leads.</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deals%20to%20leads%204.jpg" alt=""></figure>
<p style="text-align: justify"> 
</p>
<ul>
<li>
<strong>Converting in bulk –</strong> Select the deal or deals you want to convert in the deals <a href="https://support.pipedrive.com/hc/en/articles/360000146149" target="_blank" rel="noreferrer noopener">list view</a> and select <strong>”</strong><strong>Convert to leads.”</strong></li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deals%20to%20leads%206.jpg" alt=""></figure>
<p style="text-align: justify">When converting deals in the deal list view, you’ll see a window prompting you to confirm your changes and receive an email confirmation when the conversion is finished. <br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deals%20to%20leads%205.jpg" alt=""></figure>
<div class="support-note primary">
<strong>Note:</strong> If you accidentally convert a deal to a lead, you can <a href="https://support.pipedrive.com/en/article/filtering-for-my-won-lost-or-deleted-deals" target="_blank" rel="noreferrer noopener">filter for your deleted deals</a> and restore it and the converted lead will still remain in your Leads Inbox. You can learn how to do so in <a href="https://support.pipedrive.com/hc/en/articles/115002416145" target="_blank" rel="noreferrer noopener">this article</a>. <br> </div>
<hr>
<h2 style="text-align: justify">
<a name="viewing-your-leads"></a>Viewing your leads </h2>
<p style="text-align: justify">You can view your converted leads in your <a href="https://support.pipedrive.com/hc/en/articles/360001998358-Leads-Inbox-" target="_blank" rel="noreferrer noopener">Leads Inbox</a>. </p>
<p style="text-align: justify">The lead will show <strong>Deal</strong> as the source so you can easily sort or filter for the leads that have been converted from deals. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deals%20to%20leads%207.jpg" alt=""></figure>
<p style="text-align: justify">When you select a lead you’ll see the deal, contacts and future activities that were linked to the deal. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deals%20to%20leads%209.jpg" alt=""></figure>
<p style="text-align: justify">Below your activities, you can see when the conversion occurred and click<strong> ”Deal“</strong> to see the deleted deal’s <a href="https://support.pipedrive.com/hc/en/articles/360000106249" target="_blank" rel="noreferrer noopener">detail page</a>. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deals%20to%20leads%208.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify">
<a name="what-deal-information-will-be-included-in-my-lead"></a>What deal information will be included in my lead? </h2>
<div class="support-note success primary"><strong>Note: </strong>The user who converts a lead becomes the owner of that lead. <br></div>
<p style="text-align: justify">When your deal is converted to a lead, deal data such as value and contact information is added to the lead so you can start right where you left off. </p>
<ul>
<li>
<strong>Deal fields –</strong> Custom and default deal fields</li>
<li>
<strong>Contact information –</strong> The deal’s linked person and organization information, including custom field data (but this can only be updated from the contact's detail page.) </li>
<li>
<strong>Activities –</strong> Upcoming activities, those already marked as done will remain with the deal. </li><li><strong>Emails –</strong> Emails linked to deals from email sync or using the Email Bcc feature </li><li><strong>Notes –</strong> Notes created under the deal</li>
</ul>
<p style="text-align: justify">If your converted deal includs <a href="https://support.pipedrive.com/article/custom-fields-formula-fields" target="_blank" rel="noreferrer noopener">formula field</a> data, you’ll see this message: </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deals%20to%20leads%2010.jpg" alt=""></figure>

Converting deals to leads

converting-your-deals-to-leads

Converting your deals to leads

viewing-your-leads

Viewing your leads

what-deal-information-will-be-included-in-my-lead

What deal information will be included in my lead?

<p style="text-align: justify">In the early stages of your lead generation process, you may find yourself with many 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 distract you from focusing on the deals that need your immediate attention. </p>
<p style="text-align: justify">Pipedrive's <strong>Leads Inbox</strong> 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" rel="noreferrer noopener">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.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Leads%20inbox%201.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify"><a name="adding-leads"></a>Adding Leads<br></h2>
<div class="support-note primary">
<strong>Note:</strong> For information about adjusting leads visibility, check out <a href="https://support.pipedrive.com/article/visibility-groups-for-leads" target="_blank" rel="noreferrer noopener">this article</a>.</div>
<p style="text-align: justify">To access the <strong>Leads Inbox</strong>, select the <strong>Leads </strong>tab<strong> &gt; <a href="/leads/inbox">Leads Inbox</a>.</strong></p>
<p style="text-align: justify">Click “<strong>Add lead</strong>” to add a single lead or <strong>“</strong><strong>...”&gt; </strong><strong>Import leads</strong> to add multiple leads from a spreadsheet. <br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Leads%20inbox%202.jpg" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>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" rel="noreferrer noopener">in this article</a>.<br></div>
<p style="text-align: justify">When using the <strong>Add lead</strong> dialog, you can link your lead to an existing contact or add a new one. All fields are optional, but a lead must always be linked to a <a href="https://support.pipedrive.com/hc/en/articles/207344305" target="_blank" rel="noreferrer noopener">person</a> or <a href="https://support.pipedrive.com/hc/en/articles/207344305" target="_blank" rel="noreferrer noopener">organization</a> in Pipedrive.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Leads%20inbox%203.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify">
<a name="sorting-and-filtering-your-leads"></a>Sorting and filtering your leads</h2>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>You can learn about setting up lead labels <a href="https://support.pipedrive.com/hc/en/articles/360006017537" target="_blank" rel="noreferrer noopener">in this article</a>.</div>
<p style="text-align: justify">Like other <a href="https://support.pipedrive.com/article/list-view" target="_blank" rel="noreferrer noopener">list views</a> in Pipedrive, you can customize and sort your visible columns. </p>
<p>Click on the top of any column to sort in either ascending or descending order. <br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Leads%20inbox%204.jpg" alt=""></figure>
<p style="text-align: justify">Click on the <strong>gear icon</strong> to customize the columns you see in your leads list. You can add columns related to deals, organizations and people. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Leads%20inbox%205.jpg" alt=""></figure>
<p style="text-align: justify">On the top-right corner, you can filter your leads by <strong>source</strong>, <strong>label</strong> and<strong> predefined or custom filters</strong>. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Leads%20inbox%206.jpg" alt=""></figure>
<p style="text-align: justify">You have these sources to choose from: <strong><br></strong></p>
<ul><li><strong>All sources</strong><br></li>
<li><strong>Manually created</strong><br></li><li><a href="https://support.pipedrive.com/hc/en/articles/360010999378" target="_blank" rel="noreferrer noopener"><strong>Deal</strong></a></li><li><a href="https://support.pipedrive.com/hc/en/articles/360011241097" target="_blank" rel="noreferrer noopener"><strong>Web Forms</strong></a></li><li><a href="https://support.pipedrive.com/en/article/prospector" target="_blank" rel="noreferrer noopener"><strong>Prospector</strong></a></li>
<li><a href="https://support.pipedrive.com/hc/en/articles/360001584177" target="_blank" rel="noreferrer noopener"><strong>Chatbot</strong></a></li><li><a href="https://support.pipedrive.com/hc/en/articles/360008032277" target="_blank" rel="noreferrer noopener"><strong>Live Chat</strong></a></li><li><a href="https://support.pipedrive.com/hc/en/articles/360002295337" target="_blank" rel="noreferrer noopener"><strong>Import</strong></a><br></li>
<li><a href="https://support.pipedrive.com/hc/en/articles/360002296018" target="_blank" rel="noreferrer noopener"><strong>Web Visitors </strong></a></li>
<li><a href="https://support.pipedrive.com/en/article/workflow-automation" target="_blank" rel="noreferrer noopener"><strong>Automations</strong></a></li><li><a href="https://developers.pipedrive.com/docs/api/v1/#!/Leads" target="_blank" rel="noreferrer noopener"><strong>API</strong></a></li><li><strong><a href="https://support.pipedrive.com/article/messaging-inbox" target="_blank" rel="noreferrer noopener">Messaging inbox</a></strong></li><li><strong><a href="https://support.pipedrive.com/article/campaigns-by-pipedrive" target="_blank" rel="noreferrer noopener">Campaigns</a></strong></li>
</ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Leads%20inbox%207.jpg" alt=""></figure>
<p style="text-align: justify"><br>And these pre-defined filters: </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Leads%20inbox%2023.jpg" alt=""></figure>

<p style="text-align: justify">Custom filters can be created by selecting <strong>Filters &gt; + Add new filter.</strong> Creating custom filters will give you better visibility of important information during the lead qualification process. </p>
<figure><img src="https://kb-cms.pipedriveassets.com/Leads%20inbox%208.jpg" alt=""></figure>
<p style="text-align: justify">Filters can be added to favorites to be accessed more easily.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Leads%20inbox%209.jpg" alt=""></figure>
<p style="text-align: justify">Filtered results can be exported to a spreadsheet by clicking on <strong>“...”</strong><strong>&gt; Export filter results.</strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;width:458px;max-width:458px;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-01%20at%2011.44.07%20AM.png" width="458" height="346" alt=""></figure>
<p style="text-align: justify">You can edit and delete your leads <strong>in bulk</strong> 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" target="_blank" rel="noreferrer noopener">here</a>. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Leads%20inbox%2011.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify"><a name="viewing-lead-details"></a>Viewing lead details </h2>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> You can see phone numbers from both lead fields and linked contacts in the <strong>detail view </strong>and use those numbers to make calls from the lead view. For more information on that, you can check out <a href="https://support.pipedrive.com/article/caller-for-leads" target="_blank" rel="noreferrer noopener">this article</a>.</div>
<p style="text-align: justify">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 to view your lead details or update your lead with the latest information. </p>
<p style="text-align: justify">You also have the option to <strong>Convert to deal</strong> or <strong>archive </strong>the lead in the bottom left corner of the panel. </p>
<p style="text-align: justify">The following details will be shown in each lead panel:</p>
<ul>
<li>
<strong>Lead details – </strong>Labels, value, owner and source</li>
<li>
<strong>Person – </strong>Person name, email and phone number</li>
<li>
<strong>Organization – </strong>Organization name and address. Clicking on the entered address will bring up the location geo-located on a map. </li>
<li>
<strong>Notes – </strong>You can add as many notes to your lead as you wish</li>
<li>
<strong>Planned activities – </strong>Any upcoming activities you have planned related to this lead</li><li><strong>Email – </strong>Any <a href="https://support.pipedrive.com/en/article/emails-in-leads-beta" target="_blank" rel="noreferrer noopener">emails</a> linked to the lead </li>
<li>
<strong>Changelog – </strong>When the lead was created and other updates made to the deal. This will also include any done activities.</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Leads%20inbox%2012.jpg" alt=""></figure>
<p style="text-align: justify">If Pipedrive recognizes a <strong>potential duplicate contact</strong>, 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. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><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"></figure>
<p style="text-align: justify"><strong><br>Scheduling activities for your leads</strong></p>
<p style="text-align: justify">You can schedule an activity directly from the lead panel using either the <strong>Activity</strong> tab at the top or the quick add tool below it.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Leads%20inbox%2013.jpg" alt=""></figure>
<h4>Archiving leads</h4>
<p>If you want to keep a lead in your database but not listed among your active leads, you can archive it until you are ready to use it. </p>
<p>To do so, click the <strong>“...” </strong>on the right side of any lead, and select <strong>archive: </strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Leads%20inbox%2014.jpg" alt=""></figure>
<p>And you can view your archived leads, as well as <strong>unarchive</strong> them, from here: </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Leads%20inbox%2015.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify">
<a name="converting-leads-to-deals"></a>Converting leads to deals </h2>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>Any <strong>person,</strong> <strong>organization </strong>or <strong>notes</strong> data from the lead is automatically populated in the <strong>Convert to deal</strong> dialog.</div>
<p style="text-align: justify">When you’ve qualified a lead and are ready to pursue it as a deal in your pipeline, you can click “<strong>Convert to deal</strong>.” </p>
<p style="text-align: justify">This will bring you to a new dialog where you can define the pipeline, visibility and value of your new deal.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Leads%20inbox%2016.jpg" alt=""></figure>
<p style="text-align: justify">Once completed, hit “<strong>Save</strong>” to convert the lead into a new deal and the lead will be moved from your Leads Inbox to the selected pipeline.</p>
<p>You can also convert multiple leads to deals at the same time by selecting the desired leads, then clicking <strong>“</strong><strong>Convert to deals.”</strong></p>
<figure><img src="https://kb-cms.pipedriveassets.com/Leads%20inbox%2017.jpg" alt=""></figure>
<hr>
<h2>Additional leads functions<a name="additional-leads-functions"></a></h2>
<h4>Group emailing </h4>
<p>Select the leads from your list and click <strong>“</strong><strong>Send group email”</strong> to email multiple leads.</p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Leads%20inbox%2018.jpg" alt=""></figure>

<div class="support-note success primary"><strong>Note</strong>: For more information about the group emailing tool, check out <a href="https://support.pipedrive.com/article/group-emailing" target="_blank" rel="noreferrer noopener">this article</a>. </div>
<h4>Mentions </h4>
<p>To tag another user with the <a href="https://support.pipedrive.com/article/mentions-and-comments-beta" target="_blank" rel="noreferrer noopener">mentions</a> feature, use the <strong>@</strong> symbol in your detail view’s notes.</p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Leads%20inbox%2019.jpg" alt=""></figure>

<h4>Merge duplicates</h4>
<p>To merge two separate leads into one, click the <strong>"..."</strong> in the bottom left corner of your lead's detail view, then select <strong>Merge. </strong><br></p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Leads%20inbox%2020.jpg" alt=""></figure>

<p>Type the name of the lead you want to merge within the box.</p><figure><img src="https://kb-cms.pipedriveassets.com/Leads%20inbox%2021.jpg" alt=""></figure>

<p>Then select which lead's unique data you want to keep.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Leads%20inbox%2022.jpg" alt=""></figure>
<p>Afterward, you can <strong>preview</strong> your merged lead, then click <strong>“merge”</strong> to confirm it. </p>
<div class="support-note success primary"><strong>Note: </strong>Once two leads are merged, the unpreserved lead will no longer exist in your account, but its unique data will be added to the other lead. Check out <a href="https://support.pipedrive.com/article/merge-duplicates" target="_blank" rel="noreferrer noopener">this article</a> for more information about the merge duplicates tool.</div>

Knowledge Base

Lead generation