Pipedrive - Import Data
ฝัง
- เผยแพร่เมื่อ 23 ส.ค. 2024
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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...
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?
Good question I'm trying the same thing help
@@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! 😊