Lead/Deal Matching

Hi! It would be cool for Pipedrive to automatically match a lead that has the same email address as a deal in any pipeline to avoid converting the lead into a deal then manually merge the redundant deals!

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  • Inês Batata
    Inês Batata Admin Posts: 2,925
    2500 Comments Third Anniversary 5 Likes First Answer
    edited September 2020 #2

    Hi @Rabih Chaya , thank you for your feedback, it's an interesting idea!

    Right now there are no concrete short term plans to make these improvements. Unfortunately with many customers and requests and with limited development resources we need to prioritise and make choices what to deliver first. 

    We will make sure however our team will consider your suggestions but we can never make any promises, although we wished we could.

    Speaking of which, here are some pro tips to stay on top of what’s coming down the line: