Importing Data

dylancorriganforbes
dylancorriganforbes Member Posts: 1
in Sales CRM #1

The option to import data is not showing in the "more" menu. Would there be any reason for this?

Answers

  • Kreete K
    Kreete K Moderator Posts: 358
    Third Anniversary 100 Comments 25 Likes 5 Answers
    CUSTOMER SUPPORT
    #2

    Hello!

    In this case, if you are a Global Regular user, an Admin has to give separate permission for it. You can check out permission sets here and the specific one is called Import data from spreadsheets. If you are already a Global Admin user and struggling to find the Import on your account, please check with our Support team via in-app chat. or email [email protected].

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