Batch transfer Deals into Leads, please!

Ryan Gobar
Ryan Gobar Posts: 3
edited July 2022 in Ideas and Product Feedback #1

I was hoping to request a feature to be added that would allow one to transfer Deals into Leads in large batches. 

Prior to the Leads feature rolling out I'd been using the Active Prospecting stage as a kind of starting point, even if no contact had been made so in reality they're more just Leads than anything. 

Being able to shift them all into the Leads sections would be much more appropriate and help to clean up the pipeline. 

Please implement this!

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  • Mike van der Valk
    Mike van der Valk Posts: 4,058
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    PRODUCT MANAGER
    edited February 2022 #2

    Hi @Ryan Gobar ,

    Thanks for sharing, we're working on this!
    As workaround you can already export deals into a spreadsheet and then import them in as leads. Not a perfect solution but until we finish our work on this it's a workaround.

  • Michel Franchetto
    Michel Franchetto Posts: 4
    edited April 2022 #3

    wouldn’t I be duplicating the deals, by doing so? do you guys have any ETA on when the new functionality d be available?

  • Matthew Johnson_778
    Matthew Johnson_778 Posts: 8
    edited April 2022 #4

    Any progress on this @Mike van der Valk?

  • Mike van der Valk
    Mike van der Valk Posts: 4,058
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    PRODUCT MANAGER
    edited February 2022 #5

    Hi all, and thanks for the tag @Matthew Johnson 

    Unfortunately I can't give a specific ETA but as this is a new area in Pipedrive with whole new functionality it's a complex change for us. Also the first updates we're working on is to make sure the following can be done in the leads section:

    • Bulk actions
    • Sorting
    • Custom fields
    • Filters
    • Custom columns

    After that we'll add the functionality to transfer deals to leads. If we'd do it the other way around you will use a lot of functionality you do have in the deal section already. We're doing our best but still need some time sorry!

  • Rafaele Aoyama
    Rafaele Aoyama Posts: 1
    edited April 2022 #6

    I'm looking forward to have this new functionality!

  • Michel Franchetto
    Michel Franchetto Posts: 4
    edited May 2020 #7
    Mike van der Valk said:

    Hi all, and thanks for the tag @Matthew Johnson 

    Unfortunately I can't give a specific ETA but as this is a new area in Pipedrive with whole new functionality it's a complex change for us. Also the first updates we're working on is to make sure the following can be done in the leads section:

    • Bulk actions
    • Sorting
    • Custom fields
    • Filters
    • Custom columns

    After that we'll add the functionality to transfer deals to leads. If we'd do it the other way around you will use a lot of functionality you do have in the deal section already. We're doing our best but still need some time sorry!

    @Mike van der Valk thx but it is more like 1 month or 1y?

  • Mike van der Valk
    Mike van der Valk Posts: 4,058
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    PRODUCT MANAGER
    edited May 2020 #8
    Mike van der Valk said:

    Hi all, and thanks for the tag @Matthew Johnson 

    Unfortunately I can't give a specific ETA but as this is a new area in Pipedrive with whole new functionality it's a complex change for us. Also the first updates we're working on is to make sure the following can be done in the leads section:

    • Bulk actions
    • Sorting
    • Custom fields
    • Filters
    • Custom columns

    After that we'll add the functionality to transfer deals to leads. If we'd do it the other way around you will use a lot of functionality you do have in the deal section already. We're doing our best but still need some time sorry!

    1 months is most likely too short for our team but we'll do our best to get close to that. It's being worked on already so it definitely won't be a year. 

    So not to be too vague, we probably won't deliver it in the next 4 weeks but not so many weeks after we'll hopefully have this live!

  • [Deleted User]
    [Deleted User] Posts: 0
    Second Anniversary
    edited February 2022 #9

    @Mike van der Valk Could you / the dev. team also make sure to be able migrate deals to leads INCLUDING the attached product(s) in deals and make it searchable / sorting. This allows to more precisely target leads based on products (to be) sold and one can focus on specific leads / specific products to be sold. Thanks

  • Mike van der Valk
    Mike van der Valk Posts: 4,058
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited May 2020 #10
    Christian Finke said:

    @Mike van der Valk Could you / the dev. team also make sure to be able migrate deals to leads INCLUDING the attached product(s) in deals and make it searchable / sorting. This allows to more precisely target leads based on products (to be) sold and one can focus on specific leads / specific products to be sold. Thanks

    @Christian Finke thanks for that additional suggestion. I'm not sure if this is currently in the plans for the first update on this but I'll definitely share your comments with the team working on this!

  • Michel Franchetto
    Michel Franchetto Posts: 4
    edited February 2022 #11

    @Mike van der Valk any ETA as of now on Batch transfer Deals into Leads? has been few weeks since we discussed this! thanks

  • Mike van der Valk
    Mike van der Valk Posts: 4,058
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited July 2020 #12
    Michel Franchetto said:

    @Mike van der Valk any ETA as of now on Batch transfer Deals into Leads? has been few weeks since we discussed this! thanks

    @Michel Franchetto it's live since yesterday 🚀 https://community.pipedrive.com/post/converting-deals-to-leads-5f215450f783c67ee43d167d

  • Martin Pecha_2338
    Martin Pecha_2338 Posts: 175
    100 Comments Second Anniversary 5 Up Votes 5 Likes
    edited March 2021 #13
    Mike van der Valk said:

    Hi @Ryan Gobar ,

    Thanks for sharing, we're working on this!
    As workaround you can already export deals into a spreadsheet and then import them in as leads. Not a perfect solution but until we finish our work on this it's a workaround.

    Hi @Mike van der Valk 

    I have question in batch import and creating persons.

    When you create lead manually it automatically creates persons as well. How is it in case when you import sheet to leads?

  • Mike van der Valk
    Mike van der Valk Posts: 4,058
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited March 2021 #14
    Mike van der Valk said:

    Hi @Ryan Gobar ,

    Thanks for sharing, we're working on this!
    As workaround you can already export deals into a spreadsheet and then import them in as leads. Not a perfect solution but until we finish our work on this it's a workaround.

    Hi @Martin Pecha the same, it will also create a person.

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