How do I bulk add deals from a filter list I've created ?
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
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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 ?
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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.
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Wrote about a workaround in a short article.
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