Importing activities. I am trying to sell our management team on Pipedrive and they want to see how it looks filled up with completed activities.
I downloaded the template Excel file and populated it with data exported from our current internal CRM. I included the people, organizations, and addresses so the activities could get attached to the proper entities. However, the import process is duplicating my organizations. I don't want to make any changes to my organizations or people. I just want to add the activities I exported from our CRM.