Hi, with the new Leads section, I tried to bring my deals that were considered leads with an export/import process. Honestly, I do not think that this should be the way, since we have to create duplicates for the leads, than delete the old deals. On top of that, all activities regarding those deals will not be imported to the new leads, so we would lose all previous activity information regarding that lead. Since the previous process was creating a lead as a deal, there should be a easy and wuick way to convert a deal (or a list of deals) to leads. This way we wouldn't have to duplicate or delete anything and all previous info would be maintained. Is there any other way to bring my deals to become leads without losing anything?
To see the answers/comment from our community members, please login/sign up for free to this Sales community.