Convert Organisations/ People into Deals

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Mathias Fiedler
Mathias Fiedler Member Posts: 2
edited July 2022 in Ideas and Product Feedback #1

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?

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  • KurtJ
    KurtJ Member Posts: 45
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    edited March 2021 #2
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    Specifically, what did you want to do?

  • Mathias Fiedler
    Mathias Fiedler Member Posts: 2
    edited February 2022 #3
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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

  • KurtJ
    KurtJ Member Posts: 45
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    edited March 2021 #4
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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? 

  • Inês Batata
    Inês Batata Posts: 2,069 PIPEDRIVE TEAM
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    edited March 2021 #5
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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.

  • Matt Jenks
    Matt Jenks Member Posts: 1
    edited January 2022 #6
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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. 

  • SNAusPac
    SNAusPac Member Posts: 1
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    #7
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    Same issue. We have a heap of contacts that have been added but we're unable to attribute these contacts to a Deal by the looks of it?

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,071 COMMUNITY MANAGER
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    #8
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    Hi @SNAusPac you can import those contacts into the deal as participants. Here's how.

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