exporting detailed lists
katieparkinson_313
Member Posts: 1 VERIFIED MEMBER
to get a list of any one who works at a university that has either bought from us before or sent in an inquiry. I’m trying to include their title, email, university name and phone number, how do i do this
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Answers
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Hi @katieparkinson_313 , there are different ways to do this, depending on how data is organized on your Pipedrive account.
But I suggest you try using filters in the contact list view to obtain a list of people who work at the university you’re looking for, and then filter by number of deals that are not zero. That will work provided you created a deal for every time they bought from you before or sent in an inquiry.0