Import/Export leads

Barth Borgniet

Hey pipedrive community, 

 

I am facing a problem.

I am managing a campaign in France where I have imported all the leads / accounts (+8000) with a lot of related information including locality / department number.

I want to create a pipeline for each department (county) and therefore integrate all the right accounts into the right pipeline. The real question is: how can I use pipedrive to sort all the departments and create pipelines?

Thank you in advance for your help.

Barth

Mike van der Valk

Hi @Barth Borgniet 

If your process with every department (county) is exactly the same all you need is one Pipeline. You can then in that Pipeline apply multiple filters to still get an overview per department.

In case you stored the data in the address field filter on those, otherwise use a custom field to store the information and filter based on the entries in those field. This video should help you a lot with it: https://www.pipedrive.com/en/academy/courses/get-started-with-the-basics/chapters/custom-fields-and-filtering