How to import contact or lead "notes" with freeform text from a tradeshow CSV file

Jase
Jase Member Posts: 4 VERIFIED MEMBER
First Comment Photogenic
edited July 2023 in Sales CRM #1

Hello, we took notes on leads via a tradeshow scanner app and want to get those notes into pipedrive when we import the list. There doesn't seem to be a notes "filed" on either the lead or contact record, even though you can manually log multiple notes within pipedrive. Do you know how we can get this information into pipedrive and visible to sales?

Thank you!

Answers

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,592 VERIFIED MEMBER
    Fourth Anniversary 250 Likes 25 Answers Photogenic

    You have to create a file with Lead ID/Contact ID/Deal ID and the note.

  • Jase
    Jase Member Posts: 4 VERIFIED MEMBER
    First Comment Photogenic

    Thanks. So it's like uploading an attachment to the leads? Can it be done in bulk?

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