Bulk Conversions

TazFernando

hey guys, thought i would reach out to the PD community to see if you could assist me with a scenario i need some assistance with.

I have a bulk list of contacts and would like to bulk move them to leads.

At this stage it looks like i can only do this individually, is there a bulk ability to do this quickly?

Amit Sarda (AmitSarda.xyz)

This article could help.

https://sardamit.gumroad.com/l/pipedrive-bulk-actions

Liz (Ops Designed)

Hi @TazFernando - 

I recommend exporting your list of contacts (People) and then importing that list as Leads.

To export your list of People, you will navigate to Contacts > People > use the three dots in the upper right hand corner to Export Filter Results.

If only some of the People are going to be Leads, you can set up filters. This tutorial will get you started with customizing your filters. 

Please feel free to reach out if you would like additional support.

- Liz

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