How to deal with Sales Force Leads and stages in Pipe Drive

Timo Ziegler
Timo Ziegler Member Posts: 2 VERIFIED MEMBER
edited July 2023 in Sales CRM #1

Hi,

I want to move my SalesForce data to pipedrive and am now uncertain what to do with the leads.

  1. 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?
  2. Should I build an extra Pipeline for the lead stages ?

Hope you guys can help me out with some best practices.

Thanks

Timo

Tagged:

Comments

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 828 VERIFIED MEMBER
    1000 Comments Third Anniversary 5 Likes First Answer
    edited February 2021 #2

    I would recommend building 2 separate pipelines in your case

    1- Leads

    2- Opportunities

     

    Moving a deal from 1 pipeline to another is easier than the issue you mentioned [Labels is not going to feel the same]

     

  • Timo Ziegler
    Timo Ziegler Member Posts: 2 VERIFIED MEMBER
    edited February 2021 #3

    Hi Boris,

    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.

This discussion has been closed.

Categories