How to use Excel sheets in Sales CRM

CXMaestro
CXMaestro Pipedrive Team Posts: 6 PIPEDRIVE TEAM
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How to Separate First Name and Last Name in Excel? Can anyone help me out in Pipedrive CRM?

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  • CXMaestro
    CXMaestro Pipedrive Team Posts: 6 PIPEDRIVE TEAM
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    #3

    Thank you for the help. Indeed, it answered the question.

  • ImRizwanKhan
    ImRizwanKhan Member Posts: 2 NEW MEMBER
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    #4

    To separate first and last names in Excel, use the Text to Columns feature. Select the cells with full names, go to the Data tab, and click Text to Columns. Choose Delimited and select Space. If you prefer formulas, use =LEFT(A1, FIND(" ", A1)-1) for the first name and =RIGHT(A1, LEN(A1) - FIND(" ", A1)) for the last name.

    In Pipedrive, there's no automatic way to split names, but you can manually enter them into separate fields. If importing contacts, split the names in Excel first, then map the columns to the appropriate fields during the import process. You can also create custom fields for first and last names if needed.

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