New to PD - need help with Contacts back to Leads

Adamskier

I have a bunch of contacts in PD but many are very cold and could do with re-qualifying, or starting again. Some are probably dead.

What is the best practice to move the Contacts back into Leads? Or is there a better option? If I manually add them as a lead I get a duplicate record!

Thanks,

A

Amit Sarda (AmitSarda.xyz)

Hi @Adamskier - this article should help:

https://sardamit.gumroad.com/l/pipedrive-bulk-actions?layout=profile

Liz (Ops Designed)

Hi @Adamskier - 

You can use a custom field and workflow automation to create a Lead linked to a Person. Take a look at this 1.5-min video for a brief overview of the process.

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

- Liz

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