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

markkofman-300mg
markkofman-300mg Member Posts: 4 VERIFIED MEMBER
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edited July 2022 in Apps and Integrations #1
What Pipedrive data do you need to import or export most often?
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  • Kallie Johnson
    Kallie Johnson Member Posts: 4 VERIFIED MEMBER
    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
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