'Leads' before the Leads Management Feature

I love the new leads management feature, however its missing something important. You can only import new leads or create them manually. What about all our pre-existing contacts that we and I am sure many others were treating as prospects/'leads' in Insightly? Can they not be converted into leads? It would be extremely useful if one could add existing contacts to their leads management tab. And going one further, for managing purposes, it would be valuable if one could group/designate leads into various campaigns or categories.

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  • Yeah. I second this request!

     

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  • Hi Dario, 

    It's a little more work but you could: 

    1) Tag the Contacts that you want to convert to Leads. 

    2) Export these tagged Contacts. 

    3) Import them back in as Leads. 

    4) Delete the Contacts.

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  • Just saw this after I posted "Convert Contact to Lead". Did a search first but this did not come up.

    Anyway! I agree, this would be very helpful today.

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  • I am a new user testing the system out. So far I like it and the leads management function excited me until I found out I could not convert contacts to leads. 

    Adding this function would make me a diehard user. Please add ASAP.

     

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  • As a sales consultant, I walk into 99 percent of my clients knowing the first task is to clean up the database.  Almost all business databases are out of control from a sales management perspective of understanding how to qualify, forecast and control the sales process.  I have used most of the CRM software that is in common use though fairly new to Insightly.  I would love to make it a standard recommendation but I also have to vote on behalf of being able to convert existing contacts to leads for the purpose of sales management.

    Lead source is one of the most important tools to know how to effectively spend marketing dollars and needs to be resident in every new opportunity / contact.  If I know where my leads come from through to closing than I can effectively determine which lead source will generate how much money in what time frame.  Even more importantly, I can accurately determine which lead sources lead to how much revenue at what cost per sale.

    Just my two cents on why I would recommend being able to add leads to existing contacts.

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  • Thanks Ron but tthe workaround you suggest is not viable beacuse I have so many notes, emails and other files associated with my existing contacts that I would lose doing that export/import game. All that needs to be done is to have a button that allows you in one click to add any contact to a lead folder to the approriate campaign you are running. I have different leads for different people internally selling different products/servicves/offers. At the moment the Insighly leads Leads function is very one-dimensional.

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  • If you're a new user this should not be a problem as you would start with leads. The rest of us had to use contacts to manage out leads before leads was added.

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  • The only time it would make sense to convert Contacts to Leads is if you are an existing user that used Insightly before they added the Lead Management feature. In this case, it would be nice to be able to convert the unqualified Contacts that are already on our databases to Leads.

    For new users, there is really no reason to ever convert a Contact to a Lead. From a CRM workflow perspective, this just doesn't make sense.

    This article might shed a little more light onto the differences between Leads and Contacts, and when to use one versus the other: http://crmchat.com/crm-blog/leads-who-needs-them_196  

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  • Ron I think you overlooking the fact that many people's contacts are recycled in over a period of time from qualified prospect back into unqualified prospect. There are also many contacts in a CRM database that are not sales related but then at some point can become leads. Hence it's vital to have a function to convert any contact into a lead as part of ones campaign management efforts and not just for the sake of insightly users who want to mange their unqualified contacts before the leads function was added. Note, one of the worse things any software can do is force a a rigid workflow onto its users; the best programs allow users the flexibility to manipulate and configure the system to suit their particular business needs. 

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  • Hi Dario, 

    I see your point. For my own workflow, once a Lead has been qualified once, I like to leave them as Contacts so that I can continue to nurture the relationship. If they become unqualified but then cycle back into a qualified prospect in the future, I handle it through a contact status field and/or an opportunity record.

    But if it is better to convert them back to a Lead to satisfy one's workflow, I guess that would work. None of the CRM systems that I have used provide that functionality. I guess it's an opportunity for a forward-thinking CRM company to implement it.   

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  • Everyone- Great discussion! This is a popular one both with converting pre-existing Opportunities and Contacts into Leads. I would suggest voting for it here: http://support.insight.ly/hc/en-us/community/posts/202879874-Convert-Opportunities-to-Leads

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  • Is there any hope that this requested feature/function will looked at again by the inisghtlyteam?

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