How can I import leads?
To import leads from a spreadsheet, go to Leads inbox > ”...“ > Import leads.
Then select ”from a spreadsheet“ in the import menu.
After you ”upload file,“ move the lead title field from the fields list on the right, to your spreadsheet columns on the left.
You can select any of your lead/deal custom fields on the right, as well as the three default lead fields:
- Lead title
- Lead owner
- Pipedrive system ID
Mandatory fields
Importing leads requires two fields:
- Lead title
- Person name or Organization name
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