When importing deals 'owner' doesn't work

Gav1974
Gav1974 Member Posts: 5 VERIFIED MEMBER
Third Anniversary First Comment
in Sales CRM #1

We up-load an excel import of our deals for the month ahead and these are spread across 4 owners. When we upload we map it correctly, in the test it looks correct, but when they appear in our deals list they only appear under my name (the importer.) Is there any trick to ensuring the 'owner' field is mapped correctly?

Screenshot 2024-09-15 Test file correct.png
Screenshot 2024-09-15 Upload is only Gavin (me).png

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  • Axel
    Axel Member Posts: 34 VERIFIED MEMBER
    5 Answers 10 Comments 5 Likes Photogenic
    #2 Answer ✓

    Hi @Gav1974 ,

    What you see is normal you correctly mapped the Owner for People and then look at the Owner for Deals in your second screenshot.

    Because you have not mapped the Owner for Deals , it goes by default to the importer.

    So you just have to copy paste your column Owner and map it to Deal Owner

    Let me know,

    Axel

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