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Convert Companies and Contacts to Deals

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4 comments

  • Team Salesmate

    Hello Terry,

    Have you tried out workflow option: https://support.salesmate.io/hc/en-us/articles/115002604732-How-to-Automatically-Create-a-Deal-in-a-Pipeline-once-a-Contact-is-created-or-Updated-with-a-Tag-or-a-Field-using-Workflows

    Please let us know if that works as per your requirement.

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  • Terry Keyes

    Hello, thank you for your response. I have followed the instructions carefully and was not able to get this working. I double checked that no custom fields were set to "required" and that the correct properties were updated. I wish there was simpler way to do this as this seems pretty technical and this is not very user friendly. Any help would be appreciated it as I am not able to create deal from contacts or companies at the moment from existing data. 

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  • Team Salesmate

    Hello Terry,

    Can you please start a chat with support or drop your link details with requirement over support@salesmate.io and we will help you to setup this automation asap.

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  • Charlie Dorey

    Still waiting on this to be done...would be absolutely invaluable for any deal-led or B2B teams!

    Using workflow/autmation is not CX friendly and has it's own pitfalls. I.e, have to change workflow each time they need to go to a new pipeline. Also end up with a bi-product of lots of new tags/activities etc on the contacts.

    This should simply be the same as the radio button you have to bulk-create new activities when multiple contacts/companies are added.

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