← Marketing Report · Upload a spreadsheet of leads and this adds what each one’s original enquiry was about, read from the deal in Pipedrive (its fields, the earliest notes, activities and emails). Read-only — nothing in Pipedrive changes. Check each row before you send the sheet on: the new columns are written for a third party, so they hold a category and a neutral one-line description, never names or contact details.
The first of these that a row has is used: a deal id or Pipedrive link is exact; an email or phone finds the person’s deals; a name searches deal titles, then people. Where it finds several, the newest Legal deal is used.
Edit any category or description before downloading. Evidence shows what the record says (for you only — it isn’t exported).
| Row | Looked up by | Deal | Enquiry regarding | Description | Confidence | Evidence |
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