Does anyone know how to create contacts without creating a deal?

John Shelburne
John Shelburne Posts: 47
edited July 24 in Lead Generation #1

 

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  • Minhaz Moosa
    Minhaz Moosa Posts: 47
    Second Anniversary Photogenic
    edited February 24 #2

    Hi @John Shelburne 

    If you go to the contacts tab on the left and then go into the People tab then click the green +Person at the top left

    let me know how you get on

  • Alan McTighe
    Alan McTighe Posts: 15
    Second Anniversary Photogenic
    edited September 2020 #3

    Minhaz is correct, ignore deals and enter individual contacts under the contact tab... the deals can come later.  

    Also if you import a list of contacts (.csv file) they are "registered" as a contact and not as a deal.

    cheers

    A.

  • John Shelburne
    John Shelburne Posts: 47
    edited September 2020 #4

    Hi @John Shelburne 

    If you go to the contacts tab on the left and then go into the People tab then click the green +Person at the top left

    let me know how you get on

    @Minhaz Moosa  - thanks for replying! I have been doing this and deals are created. it makes Pipedrive difficult to use. If you sync contacts then deals are autocreated as well.
     

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  • John Shelburne
    John Shelburne Posts: 47
    edited October 2020 #5

    @Alan McTighe ignoring deals won't work for us. Importing contacts only creates more deals. There has to be a way to break this association. You should be able to have contacts without a deal.

  • John Shelburne
    John Shelburne Posts: 47
    edited September 2020 #6

    When uploading , the Mapping Imports instructions indicate automatic deal creation

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  • Alan McTighe
    Alan McTighe Posts: 15
    Second Anniversary Photogenic
    edited October 2020 #8

    hI @John Shelburne  not sure what is going on your end.  I honestly don't have the issue.  I can create contacts individually or import them in bulk and no Deal is created.   What I see when adding individually is as follows (some standard and a few added fields), when I import I field match (choosing to ignore some fields) and create the contacts in bulk - no deal results.  I can add additional details as needed and create the deal from the individual contact as needed through generated results from contact activity.

     

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  • Alan McTighe
    Alan McTighe Posts: 15
    Second Anniversary Photogenic
    edited October 2020 #9

    Oh, I see somebody has suggested the same... don't field match a non-existent deal!!   :-)