Exporting/cleaning all prospects that are not active
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We very much like the Leads inbox but since we have deals going in and out from the same organizations and contacts, is there a way to open a Lead in the Leads inbox by finding an organization that already exists in the Deals section? And the same question for contacts?
In other word, is there a way to not need to insert an organization and contact from scratch when opening a new lead in the leads inbox if they were already added on pipedrive?
For example we pipe people from our website into PD bases on a questionnaure. If they decide to resubmit their info another time, PD creates a duplicate deal/person/org. I would love to have the options to merge deals if the email is the same.
This becomes a problem because I think use zapier to pipe into Klaviyo for email marketing purposes and then am stuck with the problem of duplicate leads getting added to the same sequences.