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Import/Export data
Import/Export data

Discuss the best methods to Import and Export information

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Best way to directly onboard Clients / Factfinds into Pipedrive

I'm looking for advice on how other users / Advisors fully onboard clients. Basically I am looking for the easiest and fastest way to input the data from a Factfind directly into Pipedriver. Client's personal info, their income and expenditure, assets liabilities etc. 

Do you use web forms or import from excel etc.??

Thanks in advance,

Paul

Leads Inbox improvements for users in all plans! 📥

From now on, all new leads have to be linked to a contact (either an existing one or a new one is automatically created), similar to how all deals have to be linked to a contact.

🤔 Why the change?

  • You can now add a Lead from an existing Contact and track the contact history
  • Importing Leads with your Contacts? They will now be linked.
  • Contacts created from Leads are included in your Contact Sync (on web app and mobile)
  • Simplifies syncing marketing tools with Pipedrive
  • No more concerns about having 3 places to store contacts in Pipedrive (Leads... (More)

Planned: more features in Leads Inbox 📥

As we continue to fine-tune and expand Leads Inbox's capacities (see this post), there are still things up our sleeve that we want to bring you over the course of the following months, such as...

  • Custom fields
  • Selectable columns
  • Bulk actions
  • Exporting Leads
  • Email integration
  • Calling integration
  • Leads in the mobile app
  • Leads Insights
  • Leads included in Workflow Automation

As you can probably tell, we've been hearing your feedback and taking notes. 😉

Learn more about Leads Inbox from our Knowledge Base and our Academy.

Pro tip: Join our Research and Beta Testing channel for the chance... (More)

We should be able to export the dashboard to Excel and PPT. Also, we should be able to customize the colors of the chart to be consistent with our corporate presentations.