Duplicates & Custom Fields
Sean Grant Posts: 2
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 Posts: 998edited August 2021 #2
- Map the Full Name field to Last Name
- Create the custom fields in your excel file before you upload to handle the mapping of the custom fields.
Sean Grant Posts: 2edited August 2021 #3
Hi Boris, Thank you for posting that worked0