Lead Inbox

Marco Govoni
Marco Govoni Member Posts: 149 PIPEDRIVE TEAM
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edited July 2023 in Sales CRM #1

Hi guys! Is not possible yet to move an organization directly to lead inbox?

Comments

  • Inês Batata
    Inês Batata Posts: 2,091 PIPEDRIVE TEAM
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    edited February 2022 #2

    What do you mean @Marco Govoni ? Converting an Organization to a Lead? If that's your question, no. Can you tell us a bit more about your use case?

  • Marco Govoni
    Marco Govoni Member Posts: 149 PIPEDRIVE TEAM
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    edited August 2020 #3

    What do you mean @Marco Govoni ? Converting an Organization to a Lead? If that's your question, no. Can you tell us a bit more about your use case?

    I've loaded some "lead" as organizations..... and now I have to move them on lead inbox :-) So... export and import ! This is better also because Organizations have more fields thank "Lead Organization"....

  • Inês Batata
    Inês Batata Posts: 2,091 PIPEDRIVE TEAM
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    edited September 2020 #4

    What do you mean @Marco Govoni ? Converting an Organization to a Lead? If that's your question, no. Can you tell us a bit more about your use case?

    Got it, thank you! You're gonna have to export and import as leads, yes. Don't forget to delete the Orgs after you've made sure the import as Leads went well.