BCC email address for Leads / convert Deal to Lead

Joel Barnett
Joel Barnett Posts: 1
edited July 2022 in Ideas and Product Feedback #1

Liking the new Lead functionality, makes sense.

Would be great if all Leads also auto generated smart BCC email address for tracking email correspondence.

Also would be handy to reverse (or convert) a Deal to a Lead in the event the deal goes sour or customer pushes back for a significant amount of time.  Currently I have alot of Deal 'clutter' that I would like to change to Leads.

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  • Ethan Biederman
    Ethan Biederman Posts: 1
    edited September 2020 #2

    I agree.  Most of our leads come in as emails so the first step we have used, up to now, is to forward the email into Pipedrive.  For now, I will just copy and paste the text but it seems like a missed opportunity.

  • Mike van der Valk
    Mike van der Valk Posts: 4,052 PRODUCT MANAGER
    2500 Comments 100 Likes Third Anniversary 5 Answers
    edited February 2022 #3

    Thanks for sharing your feedback @Joel Barnett and @Ethan Biederman we'll work on adding deals back to the leads inbox in the near future. When it comes to the bcc emailing, I'll pass it on to the team!

  • GPShare
    GPShare Posts: 1
    edited September 2020 #4
    Mike van der Valk said:

    Thanks for sharing your feedback @Joel Barnett and @Ethan Biederman we'll work on adding deals back to the leads inbox in the near future. When it comes to the bcc emailing, I'll pass it on to the team!

    Hi Mike,

    Totally agree with the above, would be very handy. Do you have an update on deals back to the leads inbox please?

    Thanks

  • Mike van der Valk
    Mike van der Valk Posts: 4,052 PRODUCT MANAGER
    2500 Comments 100 Likes Third Anniversary 5 Answers
    edited June 2020 #5
    Mike van der Valk said:

    Thanks for sharing your feedback @Joel Barnett and @Ethan Biederman we'll work on adding deals back to the leads inbox in the near future. When it comes to the bcc emailing, I'll pass it on to the team!

    @GPShare it's still a few weeks away unfortunately but there's a team working on this now daily!

  • Terry MacDonald
    Terry MacDonald Posts: 2
    edited September 2020 #6

    Yeah we want to track emails from leads too. We have a process that has cold/warm/hot leads, and we only move to 'Deals' once we've determined the customer has budget, can create a project, has resources available etc. We really need this to use leads effectively.

    Previously we just had a really long sales pipeline that covered the leads, but the leads inbox is a much better idea. That's why we want to improve it, and use it.

  • Justin Cowling
    Justin Cowling Posts: 1
    edited September 2020 #7

    Having an email address for each lead would be very valuable to us also. Email conversations are a major way we progress leads

  • Hubert de Nie
    Hubert de Nie Posts: 1
    edited October 2020 #8

    Any chance this is on the backlog? We are considering using the leads function because our deals list is so cluttered, but a lack of BCC email address is a big hinderence.

     

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