One characteristic shared by successful salespeople is knowing where to focus attention. Not every new lead will become a won deal, so it makes sense to treat new leads differently from those leads that you've already qualified.
Pipedrive's Leads allows you to keep your pipeline and deal statistics clean by storing your prequalified leads in a separate location than your existing deals. Once the new leads are qualified, you can easily add them directly into your pipeline to start your sales process with confidence.
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.
When adding a lead through the Add lead dialog, all fields are optional except either the Organization name or the Person name.
Managing your leads
The Lead screen displays your current leads according to their lead title, label, creation date, and owner.
By default, these are sorted with the newest leads up top, but you can rearrange leads by dragging them to their desired location.
You can filter your leads according to their label, source, and owner, by clicking on the filter buttons in the upper right and selecting your desired criteria.
You can click on any lead to bring up their information in a panel on the right-hand side of the screen. This panel has a space to leave notes, assign a label, enter any contact details, and the option to delete the lead or convert the lead to a deal.
Converting Leads to Deals
When you've qualified the lead and you're ready to pursue it as a sale 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, similar to the add deal dialog.
Once completed, hit Save to convert the lead into a new deal. The lead will be removed from Leads and moved into the Pipeline specified. This will also create a new person and/or organization linked to the deal, and link any notes you've written on the lead with each contact.
If Pipedrive recognizes a potential duplicate contact, you will be prompted to review and select an existing contact if applicable.