Import Contacts & Opportunities Simultaneously

Import Contacts & Opportunities Simultaneously

Published on: 07/11/2024

Opportunities and Contacts are intimately related. They depend on each other to work properly. If you’ve been keeping track of your opportunities, importing them to the CRM will ensure they are consistent and move contacts around through your pipelines without missing relevant information. This new update allows you to update and create contacts and opportunities directly from a CSV.

System Updates
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