What Pipedrive data do you need to import or export most often?

Mark Kofman
Mark Kofman Posts: 5
Integration Partner
edited July 24 in Apps and Integrations #1
What Pipedrive data do you need to import or export most often?

What Pipedrive data do you need to import or export most often? 0 votes

People
0%
Companies
0%
Deals
0%
Products
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Activities
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Notes
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Other
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Comments

  • Kallie Johnson
    Kallie Johnson Posts: 4
    edited April 2020 #2
    I add by Companies-aka Organizations, then add Contacts aka People. I create all my activities via the companies, and I personally don't create a deal until we've scheduled a meeting/have an opportunity