New Leads option

Luiz Leonetti
Luiz Leonetti Posts: 1
edited July 24 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.

Thanks 

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Comments

  • Rob Gates
    Rob Gates Posts: 3
    edited April 29 #2

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

  • Michel Franchetto
    edited April 29 #3

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

     

  • Patrick Pope
    Patrick Pope Posts: 6
    Second Anniversary First Comment Photogenic
    edited April 29 #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 ...