Completed

Automatic link of Opportunities to contacts and organisation

Hey!

When I import opportunities to insigtly as a CSV file it is not possible to automatically link the opportunities to the respective contact/organisation, as well as to chose pipline name/activity task set and responsible user. 

Even though I select all these fields during the import of the opportunities it does not link it automatically, but I have to do everything manually.

Do you know how I can save the problem? 

2

Comments

4 comments

Please sign in to leave a comment.