Is it possible to sync organizations and contacts from the Leads inbox and the Deals section?
We very much like the Leads inbox but since we have deals going in and out from the same organizations and contacts, is there a way to open a Lead in the Leads inbox by finding an organization that already exists in the Deals section? And the same question for contacts?
In other word, is there a way to not need to insert an organization and contact from scratch when opening a new lead in the leads inbox if they were already added on pipedrive?
Inês Batata Admin Posts: 2,917edited August 2020 #2
Hi @Yael Rothschild , we're happy to hear you're enjoying Leads!
What you asked for is possible: after you've linked a Person or an Organization to your Lead, Pipedrive will detect if it's a possible duplicate from a contact that already exists and will ask you to review it (in the panel to the right) and decide to use the already existing one or not.
I can also tell you that we're working on making this "potential duplication check" happen the moment you add a contact to a lead and not just after, so good things are coming!0