creating deals from organizations in bulk

Craig Grasko

Craig Grasko Member Posts: 1 VERIFIED MEMBER

March 9 edited March 11 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?

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Bulk Edit

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Answers

Amit Sarda (AmitSarda.xyz) Member Posts: 1,609 VERIFIED MEMBER

March 9 #2

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

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Manuel Oliveira Admin Posts: 1,323 COMMUNITY MANAGER

March 15 #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.

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