exporting detailed lists

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katieparkinson_313
katieparkinson_313 Member Posts: 1
edited April 19 in Sales CRM #1

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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  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,078 COMMUNITY MANAGER
    First Answer First Anniversary 5 Likes First Comment
    #2
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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.

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