Is it not possible to bulk add an existing value to a multi value field? Seems odd that wouldn't be possible.
Simply put— we need to be able to bulk edit Leads and make changes to Lead/Deal fields!
When converting leads to deals in bulk, no options are provided: It would be nice to be able to set some fields in bulk during this bulk action: owner, labels, custom fields, etc, as seen in the standard lead > deal conversion panel:
Hello there, As lead labels (and soon Contact labels) can handle multiple labels, it would be VERY helpful to be able to be able to ADD or SUBTRACT from existing labels (without having to replace all). For example: - I have 50 leads. Some have a variety of different existing labels - I'd like to quickly add a label to 25…
Will we ever be able to bulk edit custom fields within our Leads dashboard?
I'm looking for a better way to select multiple contacts and then batch add them to an existing pipeline. I found this video that show how you can do it with automation. It's less than ideal https://www.youtube.com/watch?v=aNm-PBE2o_Q TBH it's perplexing to me that this is not something that's already built in. Any ideas…
Hey, Pipedrivers I would like some suggestions here and also discuss the way some of you manage DUPLICATES. We have a client that created lots of duplicates, to be more exact 700+ only in one category! Now comes the tricky part, Merging them 🤯! Doing one by one is really a pain, and PD should develop a simpler way to…
This discussion has been merged.
I've got 182 organizations that I want to bulk create under qualified stage in a specific pipeline. How do I do this?
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