Upload data

Diane McKenna
Diane McKenna Posts: 3
edited July 26 in Sales CRM #1

Hi, when I upload data it automatically assigns activities to me and I just need to upload the data as leads...how do I do that?

Comments

  • Arthur_70084
    Arthur_70084 Posts: 74
    edited March 8 #2

    Hey @Diane McKenna 

    I'm not sure I've understood your need. You want to add activities to a prospect ?

  • Diane McKenna
    Diane McKenna Posts: 3
    edited March 7 #3
    Arthur said:

    Hey @Diane McKenna 

    I'm not sure I've understood your need. You want to add activities to a prospect ?

    Hey @Arthur

    When I upload data it immediately creates activities for me which I don't want, I just simply want it to upload the data as Leads?

  • Arthur_70084
    Arthur_70084 Posts: 74
    edited March 7 #4
    Arthur said:

    Hey @Diane McKenna 

    I'm not sure I've understood your need. You want to add activities to a prospect ?

    Heu, do you think we can do a visio call ? 

    Cause only through chat I can't see what's wrong 😅

     

  • Diane McKenna
    Diane McKenna Posts: 3
    edited March 7 #5
    Arthur said:

    Hey @Diane McKenna 

    I'm not sure I've understood your need. You want to add activities to a prospect ?

    sure, can you send me an invite?

  • Arthur_70084
    Arthur_70084 Posts: 74
    edited March 7 #6
    Arthur said:

    Hey @Diane McKenna 

    I'm not sure I've understood your need. You want to add activities to a prospect ?

    Pour participer à la réunion sur Google Meet, cliquez sur ce lien : meet.google.com/pck-hvjf-pyd

     

    Vous pouvez également ouvrir Meet et saisir ce code : pck-hvjf-pyd

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited March 8 #7
    Arthur said:

    Hey @Diane McKenna 

    I'm not sure I've understood your need. You want to add activities to a prospect ?

    There must be an automation which creates activities when new leads are added. You can switch the automation off, upload the leads, then switch it back again.