Can I convert a Project back to a deal ?

Guillaume_1141
Guillaume_1141 Member Posts: 46 VERIFIED MEMBER
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in Sales CRM #1

If needed after trying the project feature, can I convert back a Project to a Deal ?

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  • Guillaume_1141
    Guillaume_1141 Member Posts: 46 VERIFIED MEMBER
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    #2 Answer ✓

    Thanks for responding but that is not really my point. I already manage deals as projects (with a special pipeline) onside of deals for sales. I want to try the Project feature in Pipedrive but if it doesn't work for me, I wonder if if will be able to transfer the projects created during the trial period into deals if I decide not to stay with the paid seat for project management. Thanks

  • Josh Buesking
    Josh Buesking Member Posts: 200 VERIFIED MEMBER
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    #3 Answer ✓

    You would have to export projects to csv, then import into deals.

    Not even sure that's possible as that's not really how projects was designed to work.

    I'd just stay on regular deals, projects doesn't really offer anything new and you loose quite a bit of functionality that a regular pipeline offers even for project management.

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