Bulk conversion of leads to deal / pipeline / group email
Hi just wanted to check I am not missing "something", but bought a bunch of leads via "prospector" - now I want to effectively put them into 1 deal and send them a #targeted EDM as a group....Is that possible? Paying for too many platforms - Pipedrive, monday.com, active campaign, plannable, qwillr....too much wanna be duplication in functionality BUT NOT QUITE THE FULLY BAKED PRODUCT.....Have been a big fan of pipedrive from inception and its come a LONG WAY.....this should be an easy task function....hopefully I am just being DUMB?
Comments
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You can't put 'multiple leads into one deal'. Each lead is an individual opportunity which, when qualified, becomes an individual deal. If you want to involve each person as a participant in one deal, you need to add them to the list of participants.
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ok so where do I add the participant? I am trying to do a bulk to a group of leads with the same content, is there an easier way to do a group edm?
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Darren Patterson said:
ok so where do I add the participant? I am trying to do a bulk to a group of leads with the same content, is there an easier way to do a group edm?
No easy way to do that.
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Amit Sarda said:
You can't put 'multiple leads into one deal'. Each lead is an individual opportunity which, when qualified, becomes an individual deal. If you want to involve each person as a participant in one deal, you need to add them to the list of participants.
After converting each lead to a deal, you can filter them and use the Group Emailing feature to send multiple recipients a personalized email in a single gesture.
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Darren, we are looking to do the same thing you were trying to accomplish. were you ever able to figure out a working scenario?
-Matt
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