Hello Paul, I would like to know how to merge two contacts. I have a duplicate contact, each with a different organization attached. I want to chose the contact with the current organization attached, but not lose any other important information attached to the contact with the old organization. Thanks!
When you navigate to a contact, click the three dots in the top right and choose the Merge option. If you're not seeing this, this is likely a permissions issue and you’ll need to ask your admin to give you permission to merge contacts from the ‘Managers Users » Permissions » Global Permissions’ area.
For now we had an excel sheet and the pipedrive that we filled with data. I want to now import the excel sheet in pipedrive to fill the existing deals and organisations with all the correct data. How can I do this?
First you will need to export a list of your organisations and people along with the IDs (as shown in this lesson) so you can map the data to the existing ID's and re-import. Feel free to join my group call if you get stuck or have questions.
If the old data has multi-activities.. e.g. I've had 3 previous calls with notes and I have another booked next week, so 4 activities in total. Is it possible to important all at one time?
Yes. So each of the 4 activities would be a separate row on your spreadsheet and you can include a deal/person or org column to link the activity with the necessary records.
I would like to know how to merge two contacts. I have a duplicate contact, each with a different organization attached. I want to chose the contact with the current organization attached, but not lose any other important information attached to the contact with the old organization. Thanks!