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Rethinking leads in Sell - we want your feedback!
Posted Feb 14, 2022
Overview
Customers have been asking for more flexibility when it comes to managing leads in Sell - and we’re listening! We are currently exploring how to make lead management easier by updating how leads are created and managed in Sell.
Current State
Today, when a user creates a lead in Sell, an object is created with a mix of opportunity information and contact data. Later it is converted into a contact and a deal. This can be limiting because the contact cannot become a lead again for additional qualification. As a result, sales teams often create duplicate leads and contacts, making it harder to keep your database organized, create new leads with existing customers, and report on your true lead creation & pipeline.
How you can help
We’d love to speak to you directly about our proposed solution for improving the current state of lead management. Your feedback will directly influence how we build the new lead experience. If you would like to participate in a conversation with our product managers, please fill out this form. Interviews will be 45-60 min, and take place over the next month.
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5 comments
Harry Bolton
need pipelines for leads
2
Samantha Thompson
Harry Bolton I second this!
Zendesk Team, it would also but cool if the notes carried over to deals and contacts.
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HOGS Support
It'd be awesome if duplicate detection worked also on leads so there's no doubles. It'd result in fewer emails sent to the same person/company.
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Shona O'Brien
Leads VS Deals is causing me problems too. All of my “leads” are active “Deals” also. I need to be able to log visits to both my leads and my deals.
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Jacek Sałacki
Hi Shona O'Brien !
Thanks for your feedback, we really appreciate learning about our customers' use cases. When it comes to registering visits both for leads and deals: are you using Contacts? Because Contacts may be think as a next stage after a Lead expressed interest in your offering and you starts to working on a Deal.
Any communication/visits related to a Deal are also linked to the Customer.
If this is not helpful, could you please explain more about your use case?
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