How to Use the Leads Inbox in Pipedrive for Retargeting Lost Deals

There are some creative strategies for managing future opportunities from lost deals using the Leads Inbox in Pipedrive. In this video I guide you through practical scenarios where marking a deal as lost doesn't mean losing a potential lead. Learn how to create leads in the inbox, link them back to original deals, and let your sales reps have some control over the process.
0:32 - When a deal is lost with a specific Lost reason - Create a Lead
2:25 - How to build an automation to create a Lead based on a Deal’s Lost Reason
3:43 - How to create a Lead from a Custom Field update
Should you even be using the Leads Inbox in Pipedrive? Check out this video and then you decide • Leads vs Deals and whe...
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[@jvalenti370]

Another insightful stack of ideas to Get Things Done using Pipedrive. Nicely done, @opsdesigned!