Bulk conversion of leads to deal / pipeline / group email

Darren Patterson
Darren Patterson Posts: 12
10 Comments
edited July 19 in Lead Generation #1

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

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited February 25 #2

    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.

  • Darren Patterson
    Darren Patterson Posts: 12
    10 Comments
    edited February 25 #3

    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?

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited November 2021 #4

    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.

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited November 2021 #5

    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.

    Hi @Darren Patterson!

    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.

  • Matthew Christ
    Matthew Christ Posts: 2
    edited July 19 #6

    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