Hi, I have imported data and it's sat in the contacts tab down the side of my screen, but I want to bulk move it into a pipeline for one of the sales team. What is the quickest and most effective way to do this please?
Hey @Robert Mitchell,
It looks like you have to create deals for each contact. It can be done using automation (if it's not complex) or using bulk CSV import (if it's complex). Feel free to book time with me here in case you want to commission a project: https://calendly.com/amitgsarda/consultation