Bulk Create Deals
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Edie Mew
Member Posts: 169
Buolk create Deals or Leads from Contacts or Organisations. I had a client who has Organisations which need to be taken through a renewal pipeline - I had thought this feature existed but turns out you have to import Orgs as Deals in order to create bulk Deals with Orgs
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Wrote about a workaround in a short article.
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