Duplicates & Custom Fields

Sean Grant
Sean Grant Posts: 2
edited July 18 in Sales CRM #1

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?

Comments

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited August 2021 #2
    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
    Sean Grant Posts: 2
    edited August 2021 #3

    Hi Boris, Thank you for posting that worked