Exporting contact records by date added

Eric McDaniel
Eric McDaniel Member Posts: 4 VERIFIED MEMBER
edited July 2022 in Sales CRM #1

Is it possible to export Contacts --> People added to Pipedrive according to a specific date range.  For example, I want to run a report of all NEW contact records (People) added since the last 30 day period.

Comments

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 828 VERIFIED MEMBER
    1000 Comments Third Anniversary 5 Likes First Answer
    edited February 2022 #2

    @Eric McDaniel -- Yes, you can create a list view filtered by created last = last month

     

    Screen shot - https://take.ms/n8mbw

  • Eric McDaniel
    Eric McDaniel Member Posts: 4 VERIFIED MEMBER
    edited July 2020 #3

    @Eric McDaniel -- Yes, you can create a list view filtered by created last = last month

     

    Screen shot - https://take.ms/n8mbw

    Yes, that works GREAT.  Thank you !!

  • Anastasiia Dyshkant
    Anastasiia Dyshkant Member Posts: 20 VERIFIED MEMBER
    10 Comments
    edited July 2020 #4

    Hi! Try to export contact records with the help of automated data migration service Trujay. The solution will import your data in a fully automated and secure way. It also saves relations between records. You just need to click a few buttons and the system will do all the hard work for you.

    If you don’t want to do it on your own, no big deal. Try out our Guided Self-Service Migration and we’ll do the entire project for you. Our account manager will help with mapping and matching before launching the migration. For more details, contact us or email us directly at sales@trujay.com.

  • Heather_11957
    Heather_11957 Member Posts: 1 VERIFIED MEMBER
    edited August 2020 #5

    I want to export all contacts for my company account via mail chimp. When I try this in settings it looks like I can only export those I created directly. Can you help? 

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