You may be considering a switch to InTouch so in these simple steps you can achieve that switch:
Exporting contacts and other data
You can export deals, organizations, people, products or activities from Pipedrive as a CSV or Excel file. The permission to export these items is only enabled for administrators by default. The permission to export data only enabled for administrators by default.
If you have sufficient privileges to export data and would like to export a specific set of deals, organizations, people or products, navigate to the desired section from the main menu. You can then filter the results you see on the page using the filters, or the alphabetical index. Once you're happy with what you see, you can export all the items that the filter you've applied, or start with a certain letter, by clicking on theExcel orCSV buttons which are located on the right-hand side in the bottom of the list.
If you can't locate theCSVandExcelbuttons in the end of the list, you do not have sufficient privileges to export data. If that is the case, please consult with your account administrators as they can grant you the permissions.
To export everything on your account, you would need to go toSettings >Export data. There you have the option to download the entire set of deals, organizations, people, products or activities on your company's account.
All your exported data will include all custom fields and their respective values for each item.
- Step 2
Complete the basic set up routine for InTouch including adding an email address and name for Email approval. This will enable you to start sending Email campaigns quickly.
Create your custom fields in your InTouch account in preparation for your imports.
You have the options of both Organisation custom fields and Contact custom fields.
To view the default Contact custom fields already in InTouch view this guide:
and to prepare for creating your custom fields view this guide:
Now you’re ready to import your Organisations and Contacts.
To import your companies as Organisations, action a Business dataload:
and to action your Import Contacts:
There, that’s it! You are now ready to use the great functionality which InTouch has and it is right at your fingertips!
Why not start by creating your first email campaign and send it out to wow your prospects / customers.
Don’t forget that you can segment your contact database by Groups and Custom Fields and you can run Reports to filter on that powerful information!
When you’ve created your first Email campaign you have the sending options of :
Visit our Support Site for more guidance: http://support.intouchcrm.com/