How do I Import Notes?

ADWeaver

is there an option to import notes to a contact, org, deal, etc? Bonus points if I can pin it when I do the import.

Thanks,

A

Manuel Oliveira

Hi @ADWeaver, Notes are one of the items you can import from a spreadsheet. You can map them to go in a contact person, an org, a lead or a deal. You can find the steps in this article.