Importing to a specific pipeline?
Hello, We have multiple pipelines setup but when try to import into a specific pipeline it uploads to another pipeline?
For example: We have pipeline A, B, C and D. Wish to upload to pipeline C; go into pipeline C, select import, run through the deal fields but the data always imports to pipeline A. Checked the online help but it was vague on importing to a specific pipeline.
Appreciate any guidance. Thanks.
Best Answer
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You can't specify a Pipeline when doing an import.
You have to specify the Pipeline Stage, which automatically adds the data to the right pipeline.
If you have any other questions or need further help, please don't hesitate to reach out.
Best,
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