Duplicating all the information from one account.

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helpCL
helpCL Member Posts: 1
in Sales CRM #1

Hi. I have a pipedrive account that we use for sales. It contains over 7000 names of prospects from Ireland and the UK. I want to separate the two locations for ease of use.

Is there any way I can copy all the information about the UK propects (all the data fields and contact history) across into a new pipedrive account? Or can I duplicate the entire account (data fields, filters and columns) and then delete the information not required?

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  • Lucas MAGNE
    Lucas MAGNE Member Posts: 163
    First Anniversary First Comment 5 Likes 5 Up Votes
    #2
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    Hi,

    If you have the address you can use it to filter your listing !

    By using "address details" you can take the country and spécify which country do you want to work on it.

    I hope this explanation answers your question!

    Do not hesitate to come back to me if necessary.

    Have a great day ! 👋

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