How to deal with Sales Force Leads and stages in Pipe Drive
Timo Ziegler Posts: 2
edited July 2022 in Lead Generation #1
I want to move my SalesForce data to pipedrive and am now uncertain what to do with the leads.
- Do I put them in Pipedrive leads and give them a customized label named as the former lead stage in SalesForce. Might be stupid, if I cant add labels automatically with the import?
- Should I build an extra Pipeline for the lead stages ?
Hope you guys can help me out with some best practices.
Boris Tsibelman Posts: 994edited February 2021 #2
I would recommend building 2 separate pipelines in your case
Moving a deal from 1 pipeline to another is easier than the issue you mentioned [Labels is not going to feel the same]0
Timo Ziegler Posts: 2edited February 2021 #3
thanks for your help.
I tried the 2nd way, but created a lo of duplicates as the new data wasnt properly merged wit existing Accounts. Maybe due to the fact that I created new Pipeline stages for every single one. Does someone have an idea how to solve this?
Thanks in advance.0