How do I bulk add deals from a filter list I've created ?

mark_24212
mark_24212 Posts: 2
edited July 27 in Sales CRM #1

I want to create new deals against a number of contacts I have in pipedrive.

I don't want to have to go to each contact one by one to create the new deal.

I would like to create a list with the filter tool in pipedrive

Then bulk add new deals against people I select on the list

I notice I can do bulk covert list results to leads but can figure out how to bulk add to new deals.

Comments

  • mark_24212
    mark_24212 Posts: 2
    edited February 25 #2

    Looks like the only way to do this is to create the filter results that I want then export to .csv and the re-import with new deal titles. 

    Any other suggestions ?

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited November 2021 #3
    mark said:

    Looks like the only way to do this is to create the filter results that I want then export to .csv and the re-import with new deal titles. 

    Any other suggestions ?

    You can use automation to create deals in bulk. You will need a custom field to trigger the automation.