Asking for Advice: Bulk convert contacts to leads

Trevor Shimizu
Trevor Shimizu Posts: 1
edited July 18 in Lead Generation #1

Sorry if this is a duplicate but I couldn't find the response I needed so I am posting a new one.

I have a bunch of contacts I want to bulk convert to leads however I can't find that function.  I tried importing into the leads inbox but the records were just merged with existing contacts and no new lead was created.  I can manually 'add lead' when I click into the contact however that is too time consuming as I have over 1000 I want to convert.  Any suggests?

Comments

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 602 COMMUNITY MANAGER
    100 Comments 5 Answers 5 Likes Community Manager
    edited December 2021 #2

    Hi @Trevor Shimizu , Leads in Pipedrive have Contacts linked to them anyway so something I can suggest is:
    - Export a list of contacts (with their IDs) that you want to create leads for
    - Create a column for the Lead title in that spreadsheet and assign a Lead name. 
    - Import the list back in, and it will create new Leads for those Contacts.

    You can find out more here.