First of all:
Go to Sales from the navigation bar
Click on Sales funnel
Open the three-dot menu(⋮) in the top right corner
Select Import
Or, alternatively, go to Menu>Import>CRM
Import opportunities
To carry out this process correctly, you have at your disposal a CSV/Excel template that you simply download, fill in and upload again to the platform.
1. Download the import template
Open the import modal as explained above.
Download the CSV/Excel template to view the import format
Open the downloaded document to be able to work on it.
2. Fill in the template
Fill in the fields below. Those that are essential are marked with an asterisk (*).
Name of the opportunity*. | Name the opportunity |
Company name | Write the name of the contact |
Company VAT number | Add the contact's VAT number or company tax number |
Telephone | Enter a contact number |
Add the email address | |
Name of contact person | Include a contact person related to the opportunity |
Contact person's email address | Add the email address of the contact person related to the opportunity |
Contact person's phone number | Write the telephone number of the contact person related to the opportunity. |
Value of the opportunity | Set the value of the opportunity by typing an amount in euros |
Currency | Define the currency of the opportunity |
Stage | Includes a stage, choosing from those already existing in the system |
Closing date | Adds an approximate closing date for the opportunity |
Opportunity Probability % | Indicates a percentage of the probability of winning the opportunity. |
Notes | Adds a note |
New/Won/Lost | Sets the status of the opportunity according to the following values: |
Custom field | Include up to 3 extra fields |
3. Upload template information
From the Sales funnel, go back to the three-dot menu (⋮).
Click on Import
Click the Upload file button
Select the spreadsheet with the completed fields that you have previously saved
Confirm the action