looking for help with a import 100.00 if you can help me.

WS_insuran1
WS_insuran1 Member Posts: 1
in Workflow Automation #1

I am trying to import 2500 contacts. and I would like them to show up in the first section of my timeline for a sales cycle. I see the contacts in the contacts section but I would like to move them all over to the first stage of my timeline. the second problem I am having is that the complete address is not populating --- the zip code gets moved down to my organization section


These are all people not businesses ---- I will Pay 100.00 it you can fix my problem please get in touch with me patrick@npoauthority.com ---- I can zoom call with you and explain the problem in detail

pipedrive problem.docx


Answers

  • Edie Mew
    Edie Mew Member Posts: 166
    First Anniversary 5 Up Votes 5 Likes First Answer
    #2

    Hi @WS_insuran1

    I understand your use case here, I am curious to know are these all contacts going to be Deals and not Leads in the first instance?

    Either way your request is possible, via an export and import of your contacts but adding extra columns to the spreadsheet to create them as a deal.

    Edie

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