Lead Inbox

Marco Govoni
Marco Govoni Member Posts: 149
First Anniversary 5 Up Votes 5 Likes Name Dropper
edited July 2023 in Sales CRM #1

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

Tagged:

Comments

  • Inês Batata
    Inês Batata Posts: 2,077 PIPEDRIVE TEAM
    5 Likes First Anniversary First Answer Name Dropper
    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
    First Anniversary 5 Up Votes 5 Likes Name Dropper
    edited August 2020 #3
    Inês Batata said:

    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: 2,077 PIPEDRIVE TEAM
    5 Likes First Anniversary First Answer Name Dropper
    edited September 2020 #4
    Inês Batata said:

    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.

Categories