Is there any way to revert deals to leads?
Hi Everyone. I really like the new Lead functionality. Is there any way to revert already established deals to leads. I have a number of deals which are fairly inactive and I would like to clean up my pipeline but I don't want to lose the potential deal. Reverting them to 'lead' would be a good approach. Any ideas are welcome.
Answers
-
Hi @Sara Gipton functionality like this isn't directly there but we're checking this out as an option for the future. Workaround/solution right now is to export deals, and import them back in as leads. Not ideal, but it works
--
https://community.pipedrive.com/user/saragipton
Update And it's live: https://community.pipedrive.com/post/converting-deals-to-leads-5f215450f783c67ee43d167d πππ»0 -
@Jonathan Mokalu good news! We have a team working on this at the moment!0
-
And it's live: https://community.pipedrive.com/discussion/2121/converting-deals-to-leads πππ»
0
