Duplicates & Custom Fields

Sean Grant

Hi, can you help me? I'm a life Insurance agent.  I have upload 8k of my contacts ( husband & wife )  

in my Contact in Pipedrive?  [ https://scrnli.com/5cHi18e1EtskmU ]  Now  I have over 12k in contacts I don't know what to do? Also, I would like the Full name  Instead of the contact and not the First Name / Last Name Spilt.

[ https://scrnli.com/5cHi18e1EtskmU ]

 

Can you help?

Boris Tsibelman

1. Map the Full Name field to Last Name
2. Create the custom fields in your excel file before you upload to handle the mapping of the custom fields.

 

Sean Grant

Hi Boris, Thank you for posting that worked