New Leads option

Luiz Leonetti
Luiz Leonetti Member Posts: 1
edited July 2023 in Sales CRM #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.

Thanks 

Tagged:

Comments

  • Rob Gates
    Rob Gates Member Posts: 2
    edited April 2022 #2

    Agree! or even if the deal gets lost for now you can make it a lead again for future efforts 

  • Michel Franchetto
    Michel Franchetto Member Posts: 1
    First Comment
    edited April 2022 #3

    yeap would be great to know how to convert deals into leads

     

  • Patrick Pope
    Patrick Pope Member Posts: 4
    First Comment Photogenic First Anniversary
    edited 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 ...

     

Categories