creating deals from organizations in bulk

Craig Grasko

Craig Grasko Member Posts: 1 VERIFIED MEMBER

March 2024 edited March 2024 in Sales CRM #1

I've got 182 organizations that I want to bulk create under qualified stage in a specific pipeline. How do I do this?

Tagged:

Bulk Edit

0

Answers

Amit Sarda (AmitSarda.xyz) Member Posts: 1,602 VERIFIED MEMBER

March 2024 #2

This guide should help @Craig Grasko
https://sardamit.gumroad.com/l/pipedrive-bulk-actions

0
Manuel Oliveira Admin Posts: 1,362 COMMUNITY MANAGER

March 2024 #3

Hi @Craig Grasko you can use the import feature to bulk-add deals to a list of organizations. Here you can find the steps to it.

0

Categories