Move Early Stage Deal (lead) to Leads Inbox
The Lead Inbox is a great tool to declutter our pipelines. So, can you please figure out an easy way to move early stage deals, that were basically acting as leads, over to the leads inbox?
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Hi @Michael , thank you for your feedback!
I'm happy to tell you that we're working on that as we speak, so stay tuned for good news. Further down the line it will also be possible to convert Contacts into Leads. 🚀
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How long out are we looking to be able to do that. Wonder i should go the through pain of just reentering all my early stage into leads
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Corey Koskie said:
How long out are we looking to be able to do that. Wonder i should go the through pain of just reentering all my early stage into leads
We're looking to start rolling it out in the second half of June. That's our ETA if everything goes according to plan.
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Corey Koskie said:
How long out are we looking to be able to do that. Wonder i should go the through pain of just reentering all my early stage into leads
Yes i second this!! Because there was no dedicated 'leads' area I made an entire pipe called 'cold leads. So would love the opportunity to simply transfer all of those deals over to the leads section now!
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Corey Koskie said:
How long out are we looking to be able to do that. Wonder i should go the through pain of just reentering all my early stage into leads
I suggest joining our Research and Beta Testing channel here in the Community. It's where we give a sneak peek of what we're working on and you can even test out early versions of new features or improved ones that are coming up.
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@Inês Batata you mentioned the ability to make contacts into leads. Will it also be able to turn leads into contacts? Or is this already available? Thank you!
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Christian Ayala said:
@Inês Batata you mentioned the ability to make contacts into leads. Will it also be able to turn leads into contacts? Or is this already available? Thank you!
Hi @Christian Ayala !
The second part is already possible: when you turn a lead into a deal, the person and/or organization associated with the lead also get converted into Contacts. Learn more here and try it out with some dummy data to see it in action. 🙂
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We're now in July. Is this done yet?
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Peter Gelardi said:
We're now in July. Is this done yet?
Hi @Peter Gelardi !
Unfortunately there have been some factors that are delaying this and development is still under way. We'll make sure to post about it here in the Community when it becomes available. Thank you for your patience.
May I also suggest joining our Research and Beta Testing channel here in the Community. It's where we give a sneak peek of what we're working on and you can even test out early versions of new features or improved ones that are coming up.
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