Is it possible to import data (e.g. from an Excel or csv file) into a pre-existing Deal record?
Our sales process involves use of an Excel spreadsheet for crunching numbers and exploring various scenarios for prospective clients. (We're an 🤓 accounting firm.)
We want the ability to import into a pre-existing Deal a list of values from the spreadsheet.
Otherwise we'll need to do manual data entry from the spreadsheet back into Pipedrive. We want this data in Pipedrive for use with merge emails and documents.
Is it possible to import data into a pre-existing Deal? If so, how?
Thanks in advance for your help! 🙏