Leads Inbox Suggestion: Use Contacts as the hub for leads import

Josh Rugg
Josh Rugg Member Posts: 8 VERIFIED MEMBER
First Comment
edited June 2024 in Sales CRM #1

In looking at ways to efficiently load in spreadsheets for leads management and ways to mass assign, and add needed information, it seams like the best approach is to do it through contacts. Currently that is the only place that has a bulk editing feature, and it allows for many more fields than does the leads inbox. 

 

Example: 

https://www.loom.com/share/a132ba0a744642c181615d43366eca36
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Comments

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,031 PIPEDRIVE TEAM
    2500 Comments Fifth Anniversary 100 Likes 5 Answers
    edited April 2022 #2

    Thanks @Josh Rugg we've also started works to make all fields available in the Leads inbox. Importing from a spreadsheet to the leads inbox works already so when the fields are added there we should be all good on that front right? Or am I missing something?

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