Moving leads to the new Leads Inbox
Comments
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Hi @Bec Morse we're investigating this at the moment so it's not there yet but we're constantly improving features and leads is brand new so stay tuned for many updates in the future.
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It occurs to me that it could be resolved by enabling this new functionality in the import section ... then I export from my pipe and then import into the lead tray
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Hans Nieto said:
It occurs to me that it could be resolved by enabling this new functionality in the import section ... then I export from my pipe and then import into the lead tray
@Hans Nieto it is already possible to do that. You can import data from a spreadsheet in the leads section
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I would like to be able to Zap leads from Facebook Leads Ad into LEADS in PD...
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Jøran Nohr said:
I would like to be able to Zap leads from Facebook Leads Ad into LEADS in PD...
Nice suggestion, passing it along
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I still do not see any added value to the leads inbox a long as I cannot add a lead from the leads inbox to my regular contacts. It can take up to 2 years before a lead becomes a deal but I do need them in my contacts to nurture them. The leads inbox is a nice feature to filter leads from, but only if you can add them to the regular contacts. Otherwise it is not working for us.
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Erwin Cammelbeeck said:
I still do not see any added value to the leads inbox a long as I cannot add a lead from the leads inbox to my regular contacts. It can take up to 2 years before a lead becomes a deal but I do need them in my contacts to nurture them. The leads inbox is a nice feature to filter leads from, but only if you can add them to the regular contacts. Otherwise it is not working for us.
@Erwin Cammelbeeck this is something we're also exploring right now. It's a feedback we've gotten back more then once now and we'll improve that. We're now exploring how we can best technically link them together.
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Erwin Cammelbeeck said:
I still do not see any added value to the leads inbox a long as I cannot add a lead from the leads inbox to my regular contacts. It can take up to 2 years before a lead becomes a deal but I do need them in my contacts to nurture them. The leads inbox is a nice feature to filter leads from, but only if you can add them to the regular contacts. Otherwise it is not working for us.
Hi Mike, is this feature already working?
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Erwin Cammelbeeck said:
I still do not see any added value to the leads inbox a long as I cannot add a lead from the leads inbox to my regular contacts. It can take up to 2 years before a lead becomes a deal but I do need them in my contacts to nurture them. The leads inbox is a nice feature to filter leads from, but only if you can add them to the regular contacts. Otherwise it is not working for us.
Hi @Alexander yes, you can convert deals to leads like shown here: https://support.pipedrive.com/en/article/converting-deals-to-leads
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