Prospection file post event

Jonathan

Hello the community,

Out of curiosity, I wonder how you handle this within Pipedrive.

After a trade show or one-to-one meetings, we receive an Excel sheet with the data of the people we met. Those can not be considered as opportunities yet, as they have to be more qualified.

In our previous tool we could load the xls sheet with the data and out of this add the row to a lead or opportunity.

Anything similar with Pipedrive ? Or if someone could share his process, that would be great.

Thanks

J

Manuel Oliveira

Hi @Jonathan , you can import that file with your leads into the Leads Inbox in Pipedrive. You can find the steps to do it here.

Jonathan

Thank you, I saw that, habit from the previous tool and tried to mirror it.

But we adapt to our pipedrive wants it ;-)