Asking for Advice: Bulk convert contacts to leads
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?
Manuel Oliveira Admin Posts: 711 COMMUNITY MANAGERedited 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.0