Importing Deals into a Specific Stage or Pipeline

When importing deals into Pipedrive, you can control the stage and pipeline your deals enter by designating a specific column in your spreadsheet.

This column will be associated with the "Stage" option during your import process, ensuring each deal is placed in the correct stage of the appropriate pipeline.

Steps to Import Deals into Specific Stages or Pipelines:

1. Prepare Your Spreadsheet:

   • Ensure your spreadsheet has a column that designates the stage for each deal.
   • This column will be used to map your deals to the appropriate stages during the import.

2. Initiate the Import Process:

   • Go to the "Import data" section in Pipedrive.
   • Select "From a spreadsheet" and choose your file for import.
   
   

3. Map Your Columns:

   • During the import, Pipedrive will present you with a list of all stages across all pipelines.
   • Drag and drop the column from your spreadsheet to the corresponding stage in Pipedrive.

4. Select the Stage Option:

   • Choose "Stage" during the mapping process.
   • Pipedrive will automatically handle the names of your stages and pipelines, ensuring deals are correctly placed.

5. Review and Confirm:

   • Double-check your mappings to ensure accuracy.
   • Complete the import process to see your deals in the designated stages and pipelines.

By following these steps, you can seamlessly import your deals into the specific stages and pipelines in Pipedrive, ensuring your sales process remains organised and efficient.