Importing new leads
Liz - Pipedrive Partner and Consultant Posts: 82edited August 2022 #2
Hi @Balerfeed do you know if you imported the contacts as "People"? Assuming so, I'd recommend you create a filter to find people created today and then you can select all and send the group email. Here's a 1-min demo video: https://www.loom.com/share/eb3c9f2a30274e9c9d39f6d34aea7ada
If you'd like any additional help, please feel free to get in touch.0
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,239
- Add a custom field in Pipedrive to capture the import batch.
- When importing the leads, add a column for import batch.
- Once the leads are imported, create a filter for the value in the field import batch.
- Send a bulk email.
If you have any other questions or need further help, please don't hesitate to reach out.