Pipedrive - Import Data

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  • เผยแพร่เมื่อ 23 ส.ค. 2024
  • Reach out to us at info@marksgroup.net or check out our website marksgroup.net for details about how your business can run Quicker. Better. Wiser.
    This Pipedrive Tips and Tricks webinar covers importing data in Pipedrive CRM. Specifically:
    -Step-by-step walkthrough of data import using a spreadsheet
    -Easily revert your import
    Check out all our CRM resources: www.marksgroup...

ความคิดเห็น • 3

  • @Kliffy123
    @Kliffy123 2 ปีที่แล้ว

    I'm trying to import my spreadsheet data so it goes directly into the leads inbox. I can't seem to make that happen. They default I think the contacts area. These would be considered leads for the team. Can this happen?

    • @randyrobinson934
      @randyrobinson934 11 หลายเดือนก่อน

      Good question I'm trying the same thing help

    • @StefanLogistics
      @StefanLogistics 11 หลายเดือนก่อน +1

      @@randyrobinson934 Starting @4:50 in the video “You have to map the data to the desired types: Person, Organization, Lead, Deals, Activity, etc.” ​​⁠​⁠Step 2: Mapping > Pipedrive data fields . Our understanding is that you have to create a data field in your spreadsheet to assign to your desired type. We hope that this information helps guide you! 😊