Step 6: Add Opportunities

  • To import Opportunities, you must first select the Opportunities module.
  • Next, click Actions > Import
  • Step 1: Choose File

    • Step 2: Specify format - the biggest focus here is to select whether or not your spreadsheet has headers or not (if you used our template, it does).
    • Step 3: If you have existing Opportunities in the system you can opt to manage duplicates. If not, then Click Next
    • Step 4: Map the Columns to Module Fields Here, you can choose which fields will populate when you import the file.
      • Click Import
      • The next screen will show the results of your import, then click Finish.

Did this help answer your question?

thumbs up
thumbs down

Thanks for the feedback! 🙏🏽