How do you handle in Pipedrive import and setup - organization, Person
Benson Mui Posts: 1
edited July 2022 in Lead Generation #1
I am downloading a list from Reference USA - now Reference Solutions.
the list will show organizations that have multiple addresses and managed by the same people or different people.
Boris Tsibelman Posts: 999edited October 2020 #2
Your looking to import this list into Pipedrive?0
Mike van der Valk Posts: 4,055edited October 2020 #3
Depending on how you want to approach the potential customer, I'd say either create multiple organizations with their own addresses, or add multiple address type of custom fields under one org to have them all in one place.
This way you can treat them all as one customer or multiple potential customers. @Benson Mui0