Convert Companies and Contacts to Deals

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Terry Keyes

• February 28, 2020 03:45

Maybe I haven't found out how to do it yet but I think it would be useful to convert companies and contacts to deals. I know you can import from CSV and manually add deals one by one, but if you already have this information entered in then it seems redundant to have to manually add this information again to create a deal. As an example, I have a list of companies already added to salesmate but I want to make them into deals. How would I go about bulk adding them to a deal rather than manually clicking each one and creating a new deal. I am new to this CRM so maybe I'm missing something. 

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  Team Salesmate

  • February 28, 2020 03:48

  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

  • February 29, 2020 02:33

  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

  • March 03, 2020 10:11

  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

  • December 14, 2022 13:42

  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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