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Data Import | Export

  • How can I generate a report with all contacts and their email addresses?
  • How do I bulk update existing field in PipelineDeals?
  • Can I sync my contacts to PipelineDeals from my mobile phone?
  • How do I check for duplicates during an import?
  • Why can't I export the Activities column?
  • Can I import companies, people, and deals during a single import?
  • Can I update existing companies, people, or deals via import?
  • Do you have to assign an owner when adding a new person or deal to the database?
  • How can I get exports to include the data I want?
  • How do I undo an import?
  • Why am I not receiving my export email?
  • Do you have a limit for how much data can be imported?
  • Why do I not see the option to Export?
  • Why did my export download not appear right away on the screen?
  • How do I import my entries for a Picklist Custom field?
  • I have fields that I do not see in PipelineDeals, how do I create them?
  • Why does my list view not export to csv properly?
  • Can I customize the PDF that is printed?
  • How come I cannot see an option to export my file as a PDF?
  • How do I change the Added date?
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