Qualify leads in the lead inbox without creating person
A possibility of qualifying the leads in the lead inbox without creating a person yet would be great option.
I want to be able upload an inbound list where I can decide if the lead is qualified enough to be converted into a person, then into a deal.
It means that I can upload a lead list where I have the first name, last name, email address, job title, company name, etc, and Pipedrive will tell me whether one the leads already in our system, (via the email address) so I can avoid duplicates.
At the same time, if the lead does not exist in Pipedrive yet (no email is matched), I can decide whether the lead is going to become a person without creating a person yet. Currently when I upload a list of leads, they all become person and it is affecting my CRM data quality.
Mike van der Valk Posts: 4,052 PRODUCT MANAGERedited November 2020 #2
Hi @Cevat Kusku thanks for sharing, I've passed it on to our team so they can review your suggestion.0