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Ian Yun
Sales & Account Manager

ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ ๊ฐ€์ด๋“œ: ์‹œ์Šคํ…œ ID๋ฅผ ์ด์šฉํ•ด ๋Œ€๋Ÿ‰์˜ ๋ฐ์ดํ„ฐ ํŽธ์ง‘ํ•˜๊ธฐ

์งˆ๋ฌธ: ๋Œ€๋Ÿ‰์˜ ๋ฐ์ดํ„ฐ๋ฅผ ํŽธ์ง‘ํ•ด์•ผ ํ•˜๋Š”๋ฐ, Bulk Editing ์ด์™ธ์— ๋‹ค๋ฅธ ๋ฐฉ๋ฒ•์ด ์—†์„๊นŒ์š”?

๋‹ต๋ณ€: ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ์˜ ์‹œ์Šคํ…œ ID๋ฅผ ํ†ตํ•ด ๋Œ€๋Ÿ‰์˜ ๋ฐ์ดํ„ฐ๋ฅผ ์†์‰ฝ๊ฒŒ ํŽธ์ง‘ํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

ํ™œ์šฉ ๋ฐฉ๋ฒ•:

  • ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ ์‹œ์Šคํ…œ ID๋ž€?
    • ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ์˜ ๋ชจ๋“  ๋ฐ์ดํ„ฐ์—๋Š” ๊ฐ๊ฐ์˜ ๊ณ ์œ ํ•œ ID๊ฐ€ ์กด์žฌํ•ฉ๋‹ˆ๋‹ค.
    • ๋ฐ์ดํ„ฐ๋ณ„ ID๋Š” ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ URL์—์„œ ํ™•์ธํ•˜์‹ค ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.
    • ๊ฑฐ๋ž˜ ๋ชฉ๋ก ๋ณด๊ธฐ์—์„œ๋„ ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ ์‹œ์Šคํ…œ ID๋ฅผ ํ™•์ธํ•˜์‹ค ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.
  • ์‹œ์Šคํ…œ ID๋ฅผ ๊ฐ€์ง„ ๋ฐ์ดํ„ฐ
    • ๊ฑฐ๋ž˜ / ์ธ๋ช… / ์กฐ์ง / ํ™œ๋™ / ์ƒํ’ˆ

์‹œ์Šคํ…œ ID๋ฅผ ์ด์šฉํ•œ ๋ฐ์ดํ„ฐ ์—…๋ฐ์ดํŠธ ํ”„๋กœ์„ธ์Šค

ย 1. ์—…๋ฐ์ดํŠธํ•  ๋ฐ์ดํ„ฐ์˜ ๋ชฉ๋ก ๋ณด๊ธฐ ํด๋ฆญ ํ›„, ์ถ”์ถœํ•  ๋ฐ์ดํ„ฐ ํ–‰์„ ์„ ํƒํ•ฉ๋‹ˆ๋‹ค.

ย  * ์ด ์˜ˆ์‹œ์—์„œ๋Š” '์œ ์ž… ๊ฒฝ๋กœ' ๋ผ๋Š” ๋ฐ์ดํ„ฐ ํ•„๋“œ๋ฅผ ๋Œ€๋Ÿ‰ ๋ณ€๊ฒฝํ•œ๋‹ค๊ณ  ๊ฐ€์ •ํ•˜๊ฒ ์Šต๋‹ˆ๋‹ค.
ย  ** ๋ฐ์ดํ„ฐ ํ–‰๊ณผ ํ•จ๊ป˜, ID ๋ฐ์ดํ„ฐ ํ•„๋“œ๋„ ๊ฐ™์ด ์„ ํƒํ•ฉ๋‹ˆ๋‹ค.

ย 2. ์ถ”์ถœํ•  ๋ฐ์ดํ„ฐ๋ฅผ ์—‘์…€ ์Šคํ”„๋ ˆ๋“œ์‹œํŠธ๋กœ ๋‹ค์šด๋กœ๋“œํ•ฉ๋‹ˆ๋‹ค.

ย 3. ์ถ”์ถœํ•œ ์—‘์…€ ์Šคํ”„๋ ˆ๋“œ์‹œํŠธ์— ๋ณ€๊ฒฝํ•  ๋ฐ์ดํ„ฐ ๊ฐ’์„ ์ž…๋ ฅํ•ฉ๋‹ˆ๋‹ค.

ย  * ์ด ์˜ˆ์‹œ์—์„œ๋Š” '์œ ์ž… ๊ฒฝ๋กœ' ๋ฐ์ดํ„ฐ ๊ฐ’์„ ๋ณ€๊ฒฝํ•ฉ๋‹ˆ๋‹ค.

ย 4. ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ์˜ '๋ฐ์ดํ„ฐ ๊ฐ€์ ธ์˜ค๊ธฐ' ํด๋ฆญ ํ›„ ๋ฐ์ดํ„ฐ๋ฅผ ๋งตํ•‘ํ•ฉ๋‹ˆ๋‹ค.

ย 5. ๋ชจ๋“  ๋ฐ์ดํ„ฐ ํ•„๋“œ๋ฅผ ๋งคํ•‘ํ–ˆ๋‹ค๋ฉด, '๊ฐ€์ ธ์˜ค๊ธฐ'๋ฅผ ํด๋ฆญํ•˜์—ฌ ๋ฐ์ดํ„ฐ๋ฅผ ์—…๋ฐ์ดํŠธํ•ฉ๋‹ˆ๋‹ค.

๋™์ผํ•œ ๋ฐฉ๋ฒ•์œผ๋กœ, ์‹œ์Šคํ…œ ID๊ฐ€ ์กด์žฌํ•˜๋Š” ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ์˜ ๋ฐ์ดํ„ฐ๋ฅผ ๋Œ€๋Ÿ‰์œผ๋กœ ์—…๋ฐ์ดํŠธํ•˜์‹ค ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

์ฃผ์˜์‚ฌํ•ญ:

  • '๋ฐ์ดํ„ฐ ๊ฐ€์ ธ์˜ค๊ธฐ'๋กœ ์—…๋กœ๋“œํ•  ์ˆ˜ ์žˆ๋Š” ์Šคํ”„๋ ˆ๋“œ์‹œํŠธ ํŒŒ์ผ์˜ ์ตœ๋Œ€ ํฌ๊ธฐ๋Š” 50mb์ž…๋‹ˆ๋‹ค.
  • ์Šคํ”„๋ ˆ๋“œ์‹œํŠธ์˜ ํ–‰ ์ˆ˜๋Š” ์ตœ๋Œ€ 50,000๊ฐœ๋ฅผ ๋„˜์–ด๊ฐˆ ์ˆ˜ ์—†์Šต๋‹ˆ๋‹ค.
  • ์ด ์ž‘์—…์€ '๊ด€๋ฆฌ์ž' ๊ถŒํ•œ์„ ๊ฐ€์ง„ ์œ ์ € ๋ฐ '๊ด€๋ฆฌ์ž'๊ฐ€ ๊ถŒํ•œ์„ ํ—ˆ์šฉํ•œ ์ผ๋ฐ˜ ์œ ์ €๋งŒ ๊ฐ€๋Šฅํ•ฉ๋‹ˆ๋‹ค.

์ฐธ๊ณ :

์ด์™ธ์—๋„ ๊ถ๊ธˆํ•˜์‹  ์ ์€ ์–ธ์ œ๋“  ์ปค๋ฎค๋‹ˆํ‹ฐ์— ๊ธ€์„ ๋‚จ๊ฒจ ์ฃผ์„ธ์š”!
ํ•ด์‹œ์Šค๋ƒ…์€ ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ์˜ ์›ํ™œํ•œ ์ด์šฉ์„ ์œ„ํ•ด ์ตœ์„ ์„ ๋‹คํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค :)

Ian Yun
Sales & Account Manager

ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ ๊ฐ€์ด๋“œ: ๋Œ€๋Ÿ‰์˜ ๋ฐ์ดํ„ฐ๋ฅผ ์ผ๊ด„๋กœ ๋ณ€๊ฒฝํ•˜๊ธฐ

์งˆ๋ฌธ: ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ์— ์ €์žฅ๋œ ๋ฐ์ดํ„ฐ๋ฅผ ํ•œ๊บผ๋ฒˆ์— ๋ณ€๊ฒฝํ•˜๊ณ  ์‹ถ์–ด์š”.

๋‹ต๋ณ€: ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ์˜ Bulk Editing ๊ธฐ๋Šฅ์„ ์‚ฌ์šฉํ•˜๋ฉด ๋Œ€๋Ÿ‰์˜ ๋ฐ์ดํ„ฐ๋ฅผ ํ•œ๋ฒˆ์— ๋ณ€๊ฒฝํ•˜๋Š” ๊ฒƒ์ด ๊ฐ€๋Šฅํ•ฉ๋‹ˆ๋‹ค.

์ฐธ๊ณ ์‚ฌํ•ญ:

  • ๊ฑฐ๋ž˜ / ์กฐ์ง / ๋‹ด๋‹น์ž ๋ฐ์ดํ„ฐ / ํ™œ๋™ ๋“ฑ์„ ๋ชฉ๋ก ๋ณด๊ธฐ ํ˜•์‹์—์„œ ๋Œ€๋Ÿ‰์œผ๋กœ ๋ณ€๊ฒฝํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.
  • ๊ฑฐ๋ž˜ -> ๋ฆฌ๋“œ ๋ณ€ํ™˜์€ ํ•œ ๋ฒˆ์— 100๊ฐœ๊นŒ์ง€๋งŒ ๊ฐ€๋Šฅํ•ฉ๋‹ˆ๋‹ค.

ย 1) ๋ณ€ํ™˜ํ•  ํ•ญ๋ชฉ์˜ ๋ชฉ๋ก ๋ณด๊ธฐ ์— ์ ‘์†ํ•ฉ๋‹ˆ๋‹ค.

ย 2) ๋ณ€ํ™˜ํ•  ํ•ญ๋ชฉ๋“ค์„ ์„ ํƒํ•˜๋ฉด ์šฐ์ธก ์ƒ๋‹จ์— '๋Œ€๋Ÿ‰ ํŽธ์ง‘' ํ™”๋ฉด์ด ๋‚˜ํƒ€๋‚ฉ๋‹ˆ๋‹ค.

ย 3) ๋ณ€ํ™˜ํ•  ๋ฐ์ดํ„ฐ๋ฅผ ์ฐพ์•„ 'ํ˜„์žฌ ๊ฐ’ ์ˆ˜์ •'์„ ์„ ํƒ ํ›„ ๋ณ€ํ™˜ํ•  ๊ฐ’์„ ์„ ํƒํ•ฉ๋‹ˆ๋‹ค.

ย 4) ๋ณ€๊ฒฝ ์‚ฌํ•ญ์„ ํ™•์ธํ•  ์ˆ˜ ์žˆ๋Š” ํŒ์—…์ด ํ‘œ์‹œ๋˜๋ฉฐ, 'ํ™•์ธ' ํด๋ฆญ ์‹œ ์„ ํƒํ•œ ํ•ญ๋ชฉ์˜ ๋ฐ์ดํ„ฐ๊ฐ€ ๋ณ€ํ™˜๋ฉ๋‹ˆ๋‹ค.

์ฃผ์˜:

  • ๋Œ€๋Ÿ‰์œผ๋กœ ๋ณ€๊ฒฝํ•œ ๋ฐ์ดํ„ฐ๋Š” ๋กค๋ฐฑ์ด ๋ถˆ๊ฐ€๋Šฅํ•ฉ๋‹ˆ๋‹ค.
  • ๊ฑฐ๋ž˜ -> ๋ฆฌ๋“œ ๋กœ์˜ ๋ณ€ํ™˜์€ ํ•œ ๋ฒˆ์— ์ตœ๋Œ€ 100๊ฐœ๊นŒ์ง€๋งŒ ๊ฐ€๋Šฅํ•ฉ๋‹ˆ๋‹ค.

์ฐธ๊ณ : ย Bulk-Editing and Filtering: Knowledge Base


์ด์™ธ์—๋„ ๊ถ๊ธˆํ•˜์‹  ์ ์€ ์–ธ์ œ๋“  ์ปค๋ฎค๋‹ˆํ‹ฐ์— ๊ธ€์„ ๋‚จ๊ฒจ ์ฃผ์„ธ์š”!
ํ•ด์‹œ์Šค๋ƒ…์€ ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ์˜ ์›ํ™œํ•œ ์ด์šฉ์„ ์œ„ํ•ด ์ตœ์„ ์„ ๋‹คํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค :)

Why can't I bulk edit Activities in a People list? Why do I have to waste time creating a spreadsheet, updating it, and then importing spreadsheets instead?

Why doesn't the option exist for me to bulk add Activities to checked records in the People list? Seems that this is a basic functionality of a CRM, yet the bulk edit only allows you to change basic information in records.ย 

Instead of being able to check those people off and create an Activity for them (e.g. "Sent card" with today's date and mark the activity as Done), Pipedrive is forcing me to:

1. download a spreadsheet

2. Add Activity column

3. Create activity for each record

4. reupload the data into Pipedrive

Instead of taking 5 minutes, this is now going to take me at least an 60 minutes. I'm really disappointed given how much I pay for Pipedrive on a monthly basis; I chose Pipedrive for all the functionality it had over competitors (even though it was much pricier), but I'm left frustrated that I'm going to have to waste so much time with activities like this that should literally take five minutes. There has got to be a faster way than exporting and importing! Please add ability to add information to all sections of a person's record by using the Bulk Edit feature!

Bulk conversion of leads to deal / pipeline / group email

Hi just wanted to check I am not missing "something", but bought a bunch of leads via "prospector" - now I want to effectively put them into 1 deal and send them a #targeted EDM as a group....Is that possible? Paying for too many platforms - Pipedrive, monday.com, active campaign, plannable, qwillr....too much wanna be duplication in functionality BUT NOT QUITE THE FULLY BAKED PRODUCT.....Have been a big fan of pipedrive from inception and its come a LONG WAY.....this should be an easy task function....hopefully I am just being DUMB?