New Leads option
Luiz Leonetti Posts: 1
edited July 2022 in Lead Generation #1
In order for us to use the new lead option we would need custom fields to maintain necessary information about our clients/leads. Just like us, I assume many other clients are using a second pipeline for leads at the moment, It would be very helpful if Pipedrive can allow clients to move deals back to leads, that way we can easily shift all our current leads in our second deal pipeline into new Leads option.
Michel Franchetto Posts: 4edited April 2022 #3
yeap would be great to know how to convert deals into leads0
Patrick Pope Posts: 5edited April 2022 #4
Totally agree - especially with the need for custom fields in leads. At the moment, for us, it is way underpowered compared to just setting up a separate pipeline just for leads ...0