In the early stages of your lead generation process, you may find yourself with a lot of potential deals sitting in the early stages of your pipeline, not ready to move forward through the sales process but also not cold enough to be lost or deleted. This can cause a lot of clutter in your workspace and can distract you from focusing on the deals that need your immediate attention.
Pipedrive's Leads inbox is a separate inbox to keep your prequalified Leads in before they become deals. 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.
To access the Leads inbox, select Leads at the top of your Pipedrive screen.
Leads can be added through spreadsheet import, by clicking the Add Lead button, or via Leadbooster. You can read more about how to import Leads in this article.
To quickly add Leads one at a time or from a spreadsheet, click on the Add Lead button in your leads inbox.
When adding a Lead through the Add Lead dialog, all fields are optional except either the Organization name or the Person name.
The Leads screen will display the name, activity status, label(s), source, creation date, and owner of your existing Leads. You can read more about setting up Lead Labels in this article.
On the left-hand side of your inbox, you can filter your Leads by activity status. This refers to the status of the next activity linked to your Leads, and can fall under Overdue, Planned, or No Activity if there are no activities planned ahead.
On the top right corner, you can further filter your Leads by source, label, and owner. If you use the Leadbooster add-on to capture Leads, you can filter for them under the sources option.
How are my Leads sorted?
Since Pipedrive is built on the idea of activity-based selling, the order of the Leads in your Leads inbox is determined by the activity status of each Lead with Leads needing the most urgent attention at the top and lowest urgency at the bottom.
The Leads will always be sorted in this order:
- Leads with an overdue activity (red)
- Leads with an activity due today (green)
- Leads with no activities (yellow)
- Leads with activities scheduled for the future (gray)
Viewing Lead details
You can click on any Lead to bring up a panel on the right-hand side of the screen where you can view your Lead details or update your Lead with the latest information. You will also have the options to convert the Lead to a Deal or archive the Lead in the bottom left corner of the panel.
The following details will be shown in each Lead panel:
- Lead details— Labels, value, owner
- Person— Person name, email, phone number
- Organization— Organization name, address. Clicking on the entered address will bring up the location geo-located on a map.
- Notes— Any notes added to your Lead. If you use the Leadbooster add-on to collect your Leads, the conversation summary will be added as a note.
- Planned activities— Any upcoming activities you have planned related to this Lead.
- Changelog— When the Lead was created and other updates made to the deal. This will also include any done activities.
If Pipedrive recognizes a potential duplicate contact, you will be prompted to review and select an existing contact if applicable. You can then link the Lead directly to the existing person or organization.
Scheduling activities for your Leads
You can schedule an activity directly from the Lead panel by clicking on +Schedule an activity.
When you've qualified the Lead and are ready to be pursue it as a deal in your pipeline, you can click Convert to deal. This will bring you to a new dialog, where you can define the pipeline, visibility, and value of your new deal.
Any person and organization information from the Lead will automatically be populated in the Convert to deal dialog, so you can easily add them to your contacts lists. If Pipedrive recognizes a potential duplicate contact, you will be prompted to review and select an existing contact if applicable.
Any notes added to Leads will also be transferred over to the deal detail view.
Once completed, hit Save to convert the Lead into a new deal. The Lead will be removed from your Leads inbox and moved into the Pipeline specified.