Advice on Importing leads
Elisa_73796
Member Posts: 4 VERIFIED MEMBER
I am importing leads via data import and whilst some leads have an activity due date, others do not. When I import the spreadsheet, any lead that had an empty activity due date field, is automatically given today's date as the next activity. Is there any way to stop this?
Second question, I would like to automate the system so that when a lead is tagged as being at a certain 'stage', then it automatically becomes a Deal in pipedrive. is this possible?
Thanks in advance, Elisa
0
Comments
-
0
-
Thank you Boris - regarding the first part of my query, do you have any guidance on how to avoid a data import automatically generating a 'next activity' action against each record? Thanks
0
This discussion has been closed.