Really like the new "Leads" feature - one suggestion for future development
Having the ability to track a Lead without entering it as a Deal into your Pipeline is a great feature. There are many times we want to identify potential opportunities before they are truly qualified. If we put them in the Pipeline and they end up fizzling out, then it scues our win / loss ratio and metrics for tracking deal turnaround.
Now that this feature is available, it would be nice to have the option to convert existing Deals into Leads in order to maintain any historical activities that would be lost by deleting the deal and re-creating it as a lead. Please consider this for future updates.
Mike van der Valk Posts: 4,052edited April 2022 #2
@Murray Shaw thanks for sharing. One of the things we're working on to further improve this feature is indeed the ability to convert deals into leads. Will share your comment with the team as well.
You can already potentially export your data to a spreadsheet and re-import it into the leads section. Although, you can't fully migrate all historical data like that either..
Passing on your suggestion and happy to hear you are already liking it!0
Mike Murphy_3964 Posts: 7edited February 2022 #3
I literally just spent hours exporting deals out of our "Prospecting" Pipeline and importing them back in as leads. It would be helpful as Murray requested to be able to convert deals back to leads.0
Mike van der Valk Posts: 4,052edited May 2020 #4Mike Murphy said:
I literally just spent hours exporting deals out of our "Prospecting" Pipeline and importing them back in as leads. It would be helpful as Murray requested to be able to convert deals back to leads.
@Mike Murphy thanks for sharing. We have a team working on it as we speak. It will still take some weeks for sure unfortunately, but it's one of our top priorities now.0