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

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Jase
Jase Member Posts: 4
Photogenic First Comment
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)
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    You have to create a file with Lead ID/Contact ID/Deal ID and the note.

  • Jase
    Jase Member Posts: 4
    Photogenic First Comment
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    Thanks. So it's like uploading an attachment to the leads? Can it be done in bulk?

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