How to add an organization

Adding an organization

• Open an organization inside your Pipedrive CRM.

  

• You can add one or multiple organisations by clicking on the Organization tab and enter the Name and CVR number.

  

• This will add all that organisation's data to the organisation you have opened in your Pipedrive CRM, along with their financial data.

  

• Your Pipedrive organisation will be updated with the newly inserted data.

  

  
  Find Leads

  
  Use this feature to customise your search by location, number of employees, industry type, and organization status to find Danish companies and add them to your Pipedrive. With targeted company searches and automatic CRM updates, you will streamline your lead qualification process.
  A) Location:

  • i) Select location: Choose the desired location from the dropdown menu on the basis of:

    • a) Postal Code: Enter the specific postal code for the location.

    • b) Municipality: Enter the name of the municipality.

      

      
      

      

  • ii) Select comparison: Choose how you want to compare the location (e.g., equal to, not equal to, etc.).

    

  • iii) Select Municipality/Postal Code: Choose the postal code number or municipality name as per your selection.

    B) Number of Employees:

    • Select comparison: Choose a comparison operator (e.g., equal to, greater than, less than).

    • Enter a number: Enter the number of employees.

      

      C) Industry Type:

      1. Select comparison: Choose a comparison operator for the industry type.

      2. Click to select: Select the industry type from the list.

         

         
         D) Company Status:

      Equal to: Choose the status of the company. The default is "Normal / aktiv".

      

      
      E) Click Show Results, and the application will extract the information according to your requirements. 

      F) Select a particular company and click "Create" button. Your company will be added. Furthermore, if you have selected multiple companies, you have to click the "Create" button at the top. A new screen will appear. Again, click "Create".

      

      
      G) Once the companies are added, you will get a successful message. Close the window.

Search Company

Use this feature to quickly find Danish companies by CVR number or company name. This feature provides a streamlined interface for users to search, view, and add Danish companies to their Pipedrive. It displays a list of companies with essential details like names, addresses, CVR numbers, status, and business types. 

• In the Global Search bar, enter the name or CVR number of the company you are looking for.

  

• Click the search icon or press "Enter" to find the company.

• Once you find the desired company, click the "Create" option on the right to add the company to your Pipedrive CRM. You will receive a successful message once the company is added.

  

• If you have selected multiple companies, tick the checkbox and click the "Create" option on the top. A new screen will appear. Again, click "Create". You will receive a successful message. You can now close the window.

  

   

Bulk Update

You can update the information (financial information, company details, and associated contacts) of multiple companies at once with this option.

• Select all the organizations and click on the three-dot icon at the top right corner of the page.

  

• Click on the "CVR Bulk Update" option. A pop-up will appear.

  

• After clicking on "Update", all organizations with a valid CVR number will be updated.

  

Panel

It is a seamless way to update and enrich company information directly within Pipedrive.

• Click on "Contacts" and select the "Organization" option

  

  
  

• Click on an organizaion.

• On the left side of the window, you will see a panel under the name “Danish CVR Lookup”.

• You will find two options under "Search Organization". If you want to update only the CVR data, Update CVR Data. Click on “Search organization” to view the financials of the organization or add a new organization. 

• Once the data is updated, you will be able to see the financial data table in the dashboard.

  

• As you click the "Search organization" option, a search window will pop up. You can use any Danish organization name or a valid CVR number to search for an organization.

  

• Click on the "Add" button for the company that you want to add. This will add all that organisation’s data and financial data that you are searching for - to the company that you have currently opened in your Pipedrive CRM.

  

  
  

• After the successful addition of the company, a success window will pop up and refresh the page to see the newly inserted data.

• Click "Finish" if done with confirmation page, and your application will be ready to use.