I have tons of data on my excel for leads and contacts. Now I want to do everything from pipedrive. How should I approach this exercise? Should I setup my excel in certain format or anything else?
Hi, check this out: https://support.pipedrive.com/en/article/importing-data-into-pipedrive-with-spreadsheets
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NO IMPORT DATA IS HERE LIKE THEY SHOWED IT IN VIDEO!!
Your admin user should do the import or he should allow all users to be able to import. ->Company settings -> manage users ->Permission sets ->Global permissions -> fix Global regular users.