Importing "Lead Created" with Back-Dated Information

Gingadeng
Gingadeng Member Posts: 7 VERIFIED MEMBER
Name Dropper First Anniversary 5 Up Votes First Comment

I have a problem when I tried to import my back-dated lead created into my Pipedrive account as I could not find any of the "Leads created" for mapping (while the deal created had).

After checking with support, there's no "Lead created" to be mapped, this mean I could not import my Lead created back-dated into my Pipedrive account.

For me this Lead created is for checking how long my Lead has been created until the present, so here's the benefit if the Lead created back-dated could be imported:

To improve the historical data accuracy and completeness, supporting better my business analysis and decision-making.

Reduce the manual creation and save more time.

6
6 votes

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Comments

  • wonders
    wonders Member Posts: 43 VERIFIED MEMBER
    10 Comments 5 Up Votes First Anniversary 5 Likes
    edited October 29 #2

    @Gingadeng Hi there, were you ever able to find a solution to this?

    I'm running into the same issue that you are. We have a situation where we created a 'Follow Up' stage for deals but we're realizing that we should have kept these as leads since it's screwing up our reporting. We want to convert these back to leads for the day they were originally created as leads.

    I can't believe your post was nearly 1 1/2 years ago and this has yet to be fixed. Pipedrive has just turned into a siphon of our money with zero intention of improving even the most basic, yet fundamental and important features of a CRM.

  • Gingadeng
    Gingadeng Member Posts: 7 VERIFIED MEMBER
    Name Dropper First Anniversary 5 Up Votes First Comment

    @wonders
    Hi, I’ve fixed this on my end by creating a custom field called "Lead Actual Created Date" and adding an additional automation to auto-update the lead created date from the system into this custom field. Now, when I generate the report, I use this custom field instead. I hope this works for you!

    It seems that Pipedrive has recently updated and added many useful features, and I still find it worth every penny I've invested. Allowing changes to the lead created date might have implications for system stability, so there may be specific reasons why they haven’t made this field directly editable.
    Have a greate day a head 😎🤗 @wonders