Emails should convert to leads before deals, no?
It seems super counterintuitive that emails coming into my linked inbox, can convert to contacts and I can add deals for, but I can't switch them to leads first...
I'm using Pipedrive to track emails, deals, contacts...sales emails and sequences I haven't sorted out yet, but when someone inwquires about a prodict, I want to turn them into a lead. That lead may fall through and require following up later on (next month etc) but maybe they convert into a deal...
Right now, it's the other way around.
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They are working on the ability to convert deals to leads
https://community.pipedrive.com/post/planned-converting-deals-to-leads-5f201cd2da58956d5af8d360
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Boris Tsibelman said:
They are working on the ability to convert deals to leads
https://community.pipedrive.com/post/planned-converting-deals-to-leads-5f201cd2da58956d5af8d360
That doesn’t help. It’s still an extra step.
the first step is contact, then lead, then deal.
Why would I want to create a deal...then backtrack and create a lead...then go back to make it a deal again? That’s super weird.
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Thank you for your feedback @Andrew Hilson , we appreciate it!
Just to clarify before going forward: emails don't get converted to deals, they get linked to them. Both continue to exist as independent entities in Pipedrive, but are now connected. 😉
At the moment the Leads feature is still in beta, meaning that we're still developing a lot of the abilities we want it to have and are rolling them out gradually. One of them is the way Leads connect with emailing; right now you can send an email to the email address attached to a Lead but there's no way to link them (yet...). That's one of the things we're working on and that we know will make a huge difference to our users.
That being said, I've made sure our team sees your feedback so they can take it into consideration for future developments. Unfortunately with many customers and requests and with limited development resources we need to prioritise and make choices what to deliver first.
Speaking of which, here are some pro tips to stay on top of things:
- Follow What's Planned to know what we're working on currently.
- Join our Research and Beta Testing channel to be the first to know what's coming up and the chance to try out early versions of new and improved features. 🚀
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Jons said:
+1 for the ability to link emails to leads
(which then carry over once the lead becomes a deal)@Jons Email integration for Leads in on the way, see here. 😉
Stay on top of what’s coming down the line:
- Follow What’s New and don’t miss any new releases.
- Follow What's Planned to know what we're working on currently and what’s to come.
- Join our Research and Beta Testing channel for the chance to try out early versions of new and improved features.
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