Tracking imported users

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Claire Devereux
Claire Devereux Member Posts: 4 VERIFIED MEMBER
edited June 17 in Sales CRM #1

Hi

I want to import some users, and I'd like to be able to track them by creating a filter for that import.  Anyone got any ideas on how to do that?

Thanks in advance,

Claire

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  • Jan Visser_342
    Jan Visser_342 Member Posts: 70 VERIFIED MEMBER
    First Comment
    edited February 2022 #2
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    When you say "users" I assuming you mean prospects or customers? Or are you referring to Pipedrive users?

    If the former, I've been looking at that a while ago - I was used to using "tags" when using a different CRM. In PD, I believe the best way would be to create a custom field and then use filtered lists for that object (deal, contact or org). 

  • Claire Devereux
    Claire Devereux Member Posts: 4 VERIFIED MEMBER
    edited March 2020 #3
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    When you say "users" I assuming you mean prospects or customers? Or are you referring to Pipedrive users?

    If the former, I've been looking at that a while ago - I was used to using "tags" when using a different CRM. In PD, I believe the best way would be to create a custom field and then use filtered lists for that object (deal, contact or org). 

    Sorry - I work in software so users is my default term.  Yes, I meant prospects or contacts.

    Thanks for answering.

    When I was importing I didn't see the ability to create a new field and then add an entry for that field for everyone that was being imported.  I guess I could add it to the spreadsheet before importing, but is there a way to do that during the import?

  • Jan Visser_342
    Jan Visser_342 Member Posts: 70 VERIFIED MEMBER
    First Comment
    edited March 2020 #4
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    When you say "users" I assuming you mean prospects or customers? Or are you referring to Pipedrive users?

    If the former, I've been looking at that a while ago - I was used to using "tags" when using a different CRM. In PD, I believe the best way would be to create a custom field and then use filtered lists for that object (deal, contact or org). 

    Yeah, the way to do it is to create the field in Pipedrive, add the field column and values to the excel spreadsheet and then match them during import.

  • Claire Devereux
    Claire Devereux Member Posts: 4 VERIFIED MEMBER
    edited May 2021 #5
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    When you say "users" I assuming you mean prospects or customers? Or are you referring to Pipedrive users?

    If the former, I've been looking at that a while ago - I was used to using "tags" when using a different CRM. In PD, I believe the best way would be to create a custom field and then use filtered lists for that object (deal, contact or org). 

    Thanks, Jan.

  • Marcelo Silva
    Marcelo Silva Member Posts: 240 VERIFIED MEMBER
    First Anniversary First Comment Photogenic
    edited April 2022 #6
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    Eu gosto muito das Etiquetas, mas um campo personalizado tambem resolve, como Origem :D

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