Import: Deal-Product Association?

Reinhard Puntigam
Reinhard Puntigam Posts: 22
10 Comments Photogenic First Anniversary
edited July 2022 in Sales CRM #1

Hi everyone. I am looking for a way to associate (finished) deals with (closed) products when importing contact/deal-data. If I add a Product Code or Product Name to each line, the import will just create duplicate product items, but not associate a deal with it. Any suggestions?

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