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Import/Export data
Import/Export data

Discuss the best methods to Import and Export information

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Hannah Fairchilds
Director of Business Development

We just acquired another company who uses pipedrive as well. How can I import their existing pipelines into my version ... instructions on how to accomplish this.

Renewal dates being set to 2001 automatically when importing spreadsheets

I am having a couple of issues with importing spreadsheets from Excel. The biggest one being that it is taking my information about renewal dates and automatically change them to renewing in 2001. 

I have put the full date in on the excel side of things and I have also confirmed the format of the date during the import process too, but nothing seems to stop it taking me back in time.

 

Any ideas or help would be greatly appreciated!

 

Thanks,

 

Dan

Seleção de múltiplos contatos. Tipo "carrinho de compras".

Olá,

Me deparei com uma necessidade a usar o pipedrive e gostaria de saber como sugerem a solução caso já tenham passado por isso.

Minha empresa promove eventos frequentemente e queremos acompanhar a presença dos nossos leads neles. Então, à partir da lista de presença nos eventos, eu adiciono uma atividade personalizada chamada "participação em eventos" e no assunto, o nome do evento.

Funciona bem, pois em seguida é possível ter um filtro por atividade e/ou por nome do evento para ações futuras bem como para termos base de dados pra estratégias do negócio.

Pois bem: a dificuldade é ter... (More)

Increase functionality of lead list upload

Currently cannot tie an upload to a related organization. Most all leads like have a parent, sister, daughter relationship from a hierarchy standpoint. This is currently available under organizations but not during upload. This creates a tremendous amount of work afterwards.