The new Lead feature - converting Deal or contact into a lead
Can Pipedrive please allow the feature to convert a Deal or Contact directly into a Lead? We may have incorrectly qualified a deal and already recorded multiple conversations against it, or for example a contact and I understand you currently have to:
- Delete deal or contact and re-enter as lead - losing all information
- Or have contact and a lead that are not linked
If it was a quick fix it would be extremely useful to be able to convert a Deal or contact to be added to the Lead list and retain all history.
Is this feature possible to add?
Inês Batata Admin Posts: 2,917edited April 2022 #2
Hi @Tomas N , thank you for your feedback and for explaining your use case so clearly!
I can tell you we're actually working on the option to convert Deals to Leads as we speak, so expect good news in the future. Follow the topic here. 🚀
Other users have also expressed the same idea in other posts, check them out here and here and maybe you can trade tips and tricks.0
[Deleted User] Posts: 0edited September 2020 #3
I agree with @Tomas N that it would also be helpful to convert Contacts (already in PD) into Leads.
1) As probably a lot of users have a variety of (old) leads, saved as contacts, in PD, it would in some cases be helpful to re-engage those and convert them into Leads in order to have a clean process structure.
2) On another note, having the "Contacts timeline feature" (highlighting when leads were not contacted every month, quarter, bi-annually, etc) would be helpful, ideally combined with a number / indication like ("contacted 4 times in the past", calculated on activities Call, Email, Social Media outreach, etc) opposed to schedule an activity each time.
Jorge Martínez Marbán Posts: 61edited April 2022 #4
So valid point0