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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Best Answer

  • Axel
    Axel Member Posts: 39 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

Answers

  • Gav1974
    Gav1974 Member Posts: 5 VERIFIED MEMBER
    Third Anniversary First Comment
    #3

    Thank you! It worked this time!!

  • JenTsomba
    JenTsomba Member Posts: 8 VERIFIED MEMBER
    First Comment
    #4

    Hi Axel, Ive just has the exact same issue occur. You mentioned the fix being to:

  • JenTsomba
    JenTsomba Member Posts: 8 VERIFIED MEMBER
    First Comment
    #5

    Hi Axel, Ive just had the same issue occur. Above you mentioned the fix is just to "

  • JenTsomba
    JenTsomba Member Posts: 8 VERIFIED MEMBER
    First Comment
    #6

    Hi Axel, Ive just has the same issue occur. Above you mentioned that you would just need to copy and paste the column owner and map it to the the Deal owner. Is there a video that is handy to show how to do this? At this point im thinking I will need to revert the data and start from scratch, which id like to avoid if possible. Thanks for your help!

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