Completed

Convert leads to contacts

I love the new leads feature but I want to convert leads to contacts without having to create an opportunity. Is there a way to go around creating the opportunity? 

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42 comments
  • Official comment

    Thanks for all your comments and suggestions - we've now shipped this feature and you can use it today.

    Under the actions menu for a lead, you now have the option to change the lead into a contact. This is independent of converting the lead to a, opportunity, contact and organization when the lead becomes qualified.

    See the highlighted link in the screenshot below.

     

     

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  • Agree!  We have started using the leads feature as well and want to use a custom field to track the status of a contact rather than have each of them turn into opportunities.  We also haven't been able to find a way to avoid creating an opportunity.

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  • I like that idea Crystal!

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  • Thank for the feedback, Crystal!

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  • Hi Erin,

    Would you be able to give us a bit more insight into why you don't need an opportunity created when you convert a lead? We're trying to figure out what you're trying to accomplish in case there's something else we can suggest/modify to fit that need.

    Thanks!

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  • If I have a lead that turns out to be someone I do not want to convert to an opportunity (they are not interested, etc), I still want to save the relationship history I had with them rather than delete them entirely. I also have many leads that I will successfully convert, but not all are important enough to want to have as an opportunity - I may just want them to be a contact. 

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  • Many of the people that we work with do not have big projects that they are wanting to create an opportunity for. For example, if a lead for a makeover sets an appointment, they do not want to save them as an opportunity and track all that goes with that. They just want to be able to sell on the spot and keep the contact. 

    I think opportunities can be powerful for big bidding projects but not for smaller transactions. It is unfortunate that all reporting is built around opportunities. 

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  • Agreed. I'd actually also like to see leads link to organizations and/or contacts, be able to be converted to a contact or an organization (not just an opportunity) and have the name be optional.

    For us, leads are useless as they currently are. I understand a lead in the case of this design is an inbound inquiry where you already have the name of the contact. But for us, most of our 'leads' our via prospecting. So we research a company, enter it into the system, and step 1 in our pipeline is to figure out 'who is the decision maker?". Leads, as they're currently designed, don't work for us at all, because we'd already have to know the name of a decision maker.
    For our workflow, it would be great if we could have a lead linked to an organization so that there's a giant list of organizations to prospect for our sales team as they want to tackle them. They could then update the lead with more information as they research it, and covert to an opportunity if they generate interest.

    Finally, by allowing us to link to a contact or organization, we can close a lead as disqualified but have that linked to the organization so that in the future we have record of that transaction, as we may want to revisit it in the distant future.

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  • I agree with Kimberly, often I want to convert a lead to a contact, but aren't to the point in the relationship to generate an opportunity. 

    On the Convert Lead screen, just add a checkbox that asks whether you want to create an Opportunity record. That how one of your competitors does it, and it works great. 

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  • Thanks for all your feedback. We will use these comment to shape our thinking as we plan to implement this feature in a future release.

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  • In response to Brenda L.  :  One of the central reasons we do not want to use the opportunity stage is that the notes, name,and custom fields do not follow over to the project phase.  I might be more willing to use the opportunity stage if when I converted the lead to project the notes were included.  As it is, if I use opportunity when I convert to project I have to re-input the project name again, copy all the notes and recreate them in project, and re-input  the custom fields again.  This is very time consuming.  I have the same custom fields in both opportunity and project but they do not self populate when I convert.  Notes do not travel either.  Thanks. 

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  • Hi Tanya. Thanks for taking the time to walk us through why you want this. Definitely good points to consider.

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  • I agree with both Kimberly and Jeff.

    On one side not all Leads will convert to Opportunities, some of those may just remain contacts that we wish to track.

    Also when converting from Leads to either Opportunitis or Contacts, the Lead hystory should be carried over ... included the date of first contact, the source, and IMPORTANT the custom fields which share the same name (i.e. I'm using a custom field name "Source Details" in both Leads and Contacts) and so on

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  • I've said this in an email, but I want to say it again on this forum.  Why keep the single best feature of Insightly, the way information can be cross-linked, away from Leads.  For instance, who would not want to keep track of the various way you know a lead?  

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  • When I convert a Lead to an Opportunity, unfortunately you I get a duplicate Contact created..... even if the Lead has all the same values for First Name, Last Name, email etc.

    How can this be prevented?

    Or can you please include this Contact duplicate checking when Lead --> Oppourtunity in your development?

    ( Existing Contact, linked to past opp. Then, same person/contact, calls with a new enquiry, this must be created as a Lead for Lead conversion reporting, Convert to new/different Opportunity.... duplicate contact created, that must then be manually merged / deleted)

    As per above....

    On the Convert Lead screen, just add a checkbox that asks whether you want to create an Opportunity record

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    checkbox "create a Contact"

    (not checking this would allow using "template leads" to duplicate / create pre-filled Opportunities) 

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    checkbox "create a Contact only if there is not a duplicate (full name + email)"

     (This would allow using "template leads" to duplicate / create pre-filled Opportunities) 

     

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  • The ability to create a Lead (new enquiry) from a Contact (existing/past customer) would also be super useful.
    For us we want all enquiries as leads for lead conversion / success reporting.

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  • Well said, Mia.

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  • I totally agree Mia

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  • Mia, if a lead is already a contact, the proper protocol is to create a new opportunity related to that contact, since they are already a part of your business marketplace. A contact should NOT go back into "leads". 

    I can see the convenience of creating a contact from a lead, but a CRM is not for keeping track of your address book contacts. Why not just leave the person as a LEAD, and track their history there? That is where they belong if they are not related to a sale or attempted sale. 

    Also, the whole point of converting a lead (1 record) into opp/contact/organization (3 records) is more contacts will become involved in the sale as the sales cycle goes through the stages... and more opportunities will become  attached to the organization and various contacts as you continue to market to your existing clients. 

     

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  • Hi JEKelly.

    Lead conversion to business vs lead disqualified vs lead open reporting requires that we have all enquiries as Leads... and use the lead statuses to report on this. This is the key point to understand. (and you may already)

    And... Insighlty is planning on releasing new LEAD reporting down the track.

    A *new enqury* for an existing customer is not an Opportunity to us (Specifically we do not want have tasks created per the opportunity pipeline/stages/activity sets, nor have to go and delete Opportunities should the enquiry turn out to be invalid / not related to our product offerings etc... it's just an equiry that we are still validating... we're validating the particular enquiry about product A, not the exsting customer themselves (who may have may bought product B from us in the past, associated with a Won Opportunity record).

    The idea of creating an Opportunity for every Enquiry for an existing customer, whereas a Lead for each completely new customer enquiry - means then that enquiries are spread between Leads and Opportunities (and other Opportunities that also represent all the other validated in progress business).

    How do we then report on that to work out how well are our *enquiries* (some are leads and some and Opps and some are notes on a contact?) are being converted to actual business (Lead Staus = Conveted to Opportunity) vs lost (lead status disqualified) ???

    Hope that makes sense.

    I aprreciate your business, business model and processes, and how you have mapped that to leads, contacts, opportuniteis and projects may be very different from ours.... and your reporting requirements may be very different.... so your "proper protocol" and our "proper protocol" are understandably and reasonably different - and to you this is just not a valid requirement. :)

    I did actually have a call with the Insightly crew today and explained this, and why it makes sense to us, Daniel, Jeff (above) etc.....  and it made complete sense to them.

    I'm happy to communicate privately about it with you if you would like further imformation or to offer me suggestions (eg. total Lead -> Lost Vs New Contact Vs Existing Contact + Opp conversion reporting). I think its great this formum / user community is here - to share ideas and knowledge - between users who no doubt have different busines models and approaches to using the Insighlty system :)

    Have a great day!

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  • And fyi... I am led to believe the new "side bar" is going to include creating a LEAD from an email (an email is often a new enquiry), regardless of if there is an existing contact or not.

    Doing that within insightly (Lead from Contact) then makes perfect sense for taking a new phone call (not email) enquiry from an existing customer..... again feeding into good Lead reporting.

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  • It seems like it would be useful for a Lead conversion to give the option to either 1) create a new opportunity; 2) link the contact to an existing opportunity; or, 3) do neither. While, in my own instant case it is eminently practical to have a lead create a linked opportunity, I can certainly see a justification for not doing it, or for having an option to link an existing opportunity. Take, as an example, a software company with a new ERP tool, getting leads for new corporate installations of their software. When they get Leads to convert, it might be much better for them to add it to an existing Opportunity, rather than create a new one each time. Yes, you could track it as individual Opportunities, but it could feasibly be done with a single one as well.

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  • I must say it’s very confusing that your saying you’re not gone develop the feature “converting a contact to a lead” or vice versa. If you look through your own community this topic called “Convert leads to contacts” has the status PLANNED.
    So what’s the deal?
    At least you should be able to “save” the Contact and Organization information from a Lead before you delete it.

    Best Regards
    Fredrik

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  • Hi Fredrik,

    Thanks for joining this thread! I hope I can clear things up. While this post is titled "Covert Leads to Contact", Erin's true request was if we could add the ability to bypass an opportunity when converting a lead to a contact. After considering this request, we do plan to implement this in the future and so marked this post as PLANNED.

    Related to this, we appreciate the important point of keeping the linked contact & organization information even when you have the ability to bypass an opportunity when converting a lead. Thanks again for your input! 

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  • I too would like to convert a lead to a contact, and save all the history along with it. Sure would appreciate that function. thanks.

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  • Great to hear you are planning to be able to bypass creating an Opportunity when a Lead is Converted. The reason I would like this functionality is that sometimes I have multiple leads for the same organization and opportunity (e.g. the general manager but also the head of corporate communications). When the lead is converted, I want to add the multiple leads into contacts (all associated with the same organization), without generating multiple opportunities

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  • gave up waiting for "Lead Reporting".... and no duplicate check on contact creation / control of opportunity or project creation when converting / no TAGs on leads, some lead data does not flow through to the contact/Opp when converted..... and no way to mass link leads to an event (eg. the one that generated them). And given the current reporting... everything really has to end up an Opportunity.

    So... not bothering with LEADS at all... just using custom fields and TAGs on contacts to say if they are leads... and links to Opportunities / Projects to show actuall business done.

    ...will watch all the leads stuff and lead reporting (if it arrives) with interest.

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  • @mia
    we did exactly the same thing, gave up Leads totally I even disabled the feature.
    (Something that is frustrating though is that you can’t put tags on tasks.)

    It can not be that hard to create the functionality to connect existing contacts and organizations when creating a Lead. Or that you can create a new contact or organization that is saved when creating a lead. And it must be quite a priority because there are so many that calls for it.

    Please insightly take your senses and create more opportunities with leads.

    /Fredrik

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  • Has everyone here voted on this topic?

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  • @mia

    thanks for giving voice to all of us really frustrated about such misLEADing way of processing leads.

    I also think that without a chance to create fully customizable reports, the report tab is not very useful.

    ... I also will continue looking at posts with interest, but my feeling with Insightly is cooling ...

     

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