Convert Organisations/ People into Deals
it seems strange that I need to bulk convert my data as excel and then import it.
that is something that should be native to pipedrive
does anyone else feel like that?
Comments
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had a bunch of organisations and people that i wanted to turn into deals - but i could not do that. pipedrive wanted me to either manually add every single deal or to in/export my data as excel. selecting organiations and bulk converting them into deals would save a lot of time
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Mathias Fiedler said:
had a bunch of organisations and people that i wanted to turn into deals - but i could not do that. pipedrive wanted me to either manually add every single deal or to in/export my data as excel. selecting organiations and bulk converting them into deals would save a lot of time
I don't understand the use case. Why do you want to convert persons or orgs to deals?
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Mathias Fiedler said:
had a bunch of organisations and people that i wanted to turn into deals - but i could not do that. pipedrive wanted me to either manually add every single deal or to in/export my data as excel. selecting organiations and bulk converting them into deals would save a lot of time
Hi @Mathias Fiedler !
From reading your explanation I believe a more effective flow would be to create a deal linked to that person and/or organization. You always need at least a contact in a deal, that's why "converting" them is not an option in the tool.
I believe this solution meets your end goal.
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I can add to this: we would like to convert Organizations to Deals as an initial step in our pipeline: identify target prospects. At this early stage, we target certain organizations to open conversations with, and we do this in bulk each week. The ability to convert a group of Orgs/People to Deals is a natural flow for us, and it appears to be for others as well. Thanks.
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Hi @SNAusPac you can import those contacts into the deal as participants. Here's how.
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