Move Early Stage Deal (lead) to Leads Inbox

Michael_4661
Michael_4661 Posts: 4

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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  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited June 2020 #2

    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. 🚀

  • Corey Koskie
    Corey Koskie Posts: 1
    edited February 24 #3

    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

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited May 2020 #4

    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.

  • Maggie Hook
    Maggie Hook Posts: 1
    edited July 2020 #5

    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!

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited May 2020 #6

    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.

  • Christian Ayala
    Christian Ayala Posts: 60
    edited February 24 #7

    @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!

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited July 2020 #8

    @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. 🙂

  • Peter Gelardi
    Peter Gelardi Posts: 1
    edited February 24 #9

    We're now in July.  Is this done yet?

     

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited July 2020 #10

    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.