Completed

Convert Contacts to Leads

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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Comments

66 comments
  • Official comment

    Hello everyone, I am happy to report that we have shipped the ability to convert a contact to a lead as part of our CEO's (Anthony) personal commitment to this community. Our product development team takes your feedback very seriously, so please keep up voting on features you need!

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  • Hi Dario,

    Thanks for your comment and your feedback. We have also heard this from other users that they would like this feature, so we are going to plan to implement it in an upcoming release.

    Thanks for being a customer.

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  • Why would we put a contact into a lead? Am i misunderstanding this?

    If this is primarily due to the fact that many of us created contacts in Insightly prior to leads existing, then I can understand a one-time migration of lead-contacts to actual leads... 

    but, once a lead is a customer i.e. contact, there is no need to make them a lead again. You simply create an opportunity, or they fall into the "follow up" category. 

    someone correct me if I am missing the boat here. :-)

     

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  • I agree, the problem is I was using "Opportunities" as my lead tracking and now I can't migrate them over. I have notes, e-mails...etc all under the "Opportunities" which should be able to be migrated over. 

     

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  • yep, I just dodged a bullet on this since we are implementing Insightly at the same time that "lead management" became available. 

    Dont' know what others will do if they started insightly before leads management was available... 

     

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  • What I think JEKelly is that most people deal with different types of leads: 

    Cold

    Warm 

    Hot 

    Also we have difference marketing efforts that we receive leads from: 

    Social Media Marketing

    Print ads

    Network meetings

    Referrals

    ...etc. 

    It's a great option to not confuse them with "Opportunities" and have them as leads and be able to go through the lead process. Because I see this as all leads are not opportunities until they show interest. At that point you can move them into a "Opportunity" send them a proposal, quote...etc. Set up a pipeline for that process. 

    Don't get me wrong the "Leads" options still need a lot of work. Insightly launched a features that is not fully complete and leaves a lot out. 

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  • Existing Customers/contacts can become leads again over and over for different campaigns, new products, services or any other marketing/sales effort 

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  • Darlo, 

    Isn't this considered "cross selling" or "upselling" since you already have a relationship with the client?

    Once the relationship is established, I don't think they would be considered a lead. 

    open for comments on this... 

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  • Yes. I may have a relationship with a client but it isn't necessarily one that is always active (it could be dormant) and or one that applies to others in my company who may want to approach that contact. Existing contacts can be a lead if I or another colleague of mine need it to be one for whatever initiative. It's very possible for an existing contact to be involved in a project with me and at the same time be a lead for my colleague's new sales campaign.  It would then move onto an opportunity should the lead materialise. Each campaign we run needs leads...sometimes it's based on only new contacts, at other times it's only for existing contacts/clients, often It can be a mix of both types. Hope this helps

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  • Our contacts and organizations database is filled with people we have no relationship with due to the nature of our business (workplace interior design). The Leads feature is great for separating unqualified opportunities (which we previously tagged as such) from our tracking, (useful since unqualified opportunities don't have a value associated with them). By total separating the Leads function from the rest of Insightly, it limits the ability to track conversations and company-wide intel. 

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  • I'm glad this is getting implemented. I also contacted insightly with the same request when the leads were released. For our organization, we need to be able to convert contacts into leads on an ongoing basis (not a one time migration) .

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  • Any updated ETA on this? or the Insighlty Sidebar (With Email to Lead functionality)?

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  • I'm curious as well. Our team would really like to have this feature. Thanks!

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  • We are hoping to implement this right after our sidebar release. :) Unfortunately, we do not have a release date for it quite yet. I'll make sure to follow up once available!

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  • Nora,

    What is the sidebar going to do outside of GMail? I'll also post this in the Sidebar post.

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  • upvote

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  • Upvote as well.  I'm having to duplicate the information as I get leads from my calling service...unless I'm totally missing something!  I get the lead via email which is a form containing contact/lead data.

    I obviously create a Lead, but that contact information will not load to my iPhone (via My Contacts, which syncs with Insightly).  So, if I want to have that "Contact" information, I have to import it once into Leads and again into Contacts.  I understand this is coming out or in development, which is great.

    Again, if I'm missing something, I take no offense in being corrected.

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  • @Jerry- I'm creating a support ticket for you to gather additional information. :)

     

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  • 2nd Jerry's comment about access to leads outside the office.  I actually never use the App simply because there's no way for the people I'm in touch with (ahem, "leads") to show up or to add notes unless they are already a client or contact.

    Also a vote for moving a contact to a Lead and vice versa.  It's needlessly complicated internally to separate out an existing client from Leads simply because in some capacity they work with us already or may have in the past.

    Love the Leads option but it could definitely be more cooperative to the user.  

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  • Please add the ability to "Convert Contact to Lead"...

    Ideally with all of the Contact Info intact, as-is in the new Lead Record. I hate having to re-do stupid stuff over and over.

    Love the product though!

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  • @Paul- great to hear your support. Contact to Lead is coming soon!

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  • Converting a contact a lead is a must have. A usecase for this is what Dario said. Also, some of us had to use other ways to create a 'lead' environment before it was implemented on Insightly. I'd like to be able to now put some of my Contacts back as leads. 

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  • Any idea what the ETA on this release will be happening?

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  • Nora D

    ”We are hoping to implement this right after our sidebar release”
    As i understand the sidebar is already released

    ”Contact to Lead is coming soon!”
    When is soon?

    When is the next Insightly release, and is this feature included then?

    I also want to mention that Insightly is a fantastic program

    /Fredrik

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  • I want to reiterate Paula and Fredrik's comments. Love Insightly, but it would be great to have a better understanding of when this feature is being released so that our organization can get more functionality out of the program.

     

    Thanks!

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  • I would also like to add that this feature is needed and will make me much more likely to purchase Insightly for my office. We are a private school admissions office and many of our contacts are prospective families that are "contacts" but also "leads." I'm trying to figure out the best way to manage this for us. Many of the features are very helpful and a great fit for our office, but the contact to lead feature would be huge for us. I hope to see this rolled out ASAP!

    Thanks!

    Kallen 

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  • Yes, please let us know when this is released. Literally my asst is typing info twice to do this. Why do we need contacts that are also leads? mailing because of the intergration with mailchimp, the ONLY way to send info the mailchimp is through the contract field. I can't send leads to mailchimp (which would make more sense) bc the function doesn't exist. I need to leads in my email drip campaign, but can only get them there if they are a contact first. 

    It is also the default way that emails and such are linked - they do not auto link to a lead or opportunity. this makes it a little harder. 

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  • Hi

     

    So it is done? Can i now convert existing contacts into leads?

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  • Hi,

    The way we designed leads in Insightly is for them to be "traditional" sales leads - where you do not already have an existing relationship with the lead but you're hoping facilitate a future sale with them. Typically a lead will be a single person at a business who is looking to purchase a service or product you offer - which is similar to other customer relationship management systems. Leads in Insightly cannot be linked to other items like contacts, organizations, or projects- it's essentially just a flat record of a potential new contact you would like to do business with in future.

    An opportunity in Insightly is a sales qualified lead where you can put a dollar figure and a potential close date against the opportunity with an understanding of what you intend to sell them, and give it a percentage chance that you have of winning the work.

    So knowing that, Insightly is not designed to have the same person as both a contact and a lead, or as a lead and an opportunity. Our sales flow as designed is for a new sales lead to be entered as a lead first, then developed into an opportunity (and contacts/organization)  via our lead conversion process.

    So after some thoughtful consideration by the team, we came to the conclusion that it does not make sense in Insightly to have a dedicated feature that converts contacts into leads, because a contact can be linked with multiple projects, opportunities, organizations, and other contacts, whereas a lead cannot. Any conversion process from a contact to a lead would break and delete all those links to related records. As such, we decided we won't be developing that feature so I apologize for the guidance I gave earlier in the thread to the contrary.

    If you did still want to change some contacts into leads now that we have the new leads feature in Insightly, the easiest way to do that is to create a contact list filter to select those contacts you wish to change, export them to a csv file and import them as leads, then delete those contacts from Insightly.

    You can now email leads directly from Insightly too, and using the new Gmail sidebar save email contacts as new leads in Insightly, and finally leads are available in our mobile apps as well.

    Thanks,
    Anthony.

     

     

     

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  • I get what you're saying Anthony. But many of us started to use contacts before leads were introduced. Now we have to spend a lot of time sorting through, labeling them, exporting them to an xls file, delete the contacts, import the xls file as a lead, redefine any fields that insightly can't identify. 

    While I might have a few hundred at the moment, there might be others with a few thousand. 

    This is a major frustration since we're supposed to be busy working ON our leads rather than spending a lot of time organizing them in a system.

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