Can I import a data spreadsheet and assign user to the contacts?

Gladis Zapata
Gladis Zapata Member Posts: 2
edited June 2022 in Sales CRM #1

I'm uploading a spreadsheet and I'm adding activities but I would like. to assign all these activities to one user, and not the user who is importing the data. is it possible?

 

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,351
    1000 Comments Third Anniversary 100 Likes 5 Answers
    CONSULTANT
    edited February 2022 #2

    Yes. Doable. You have to create a field for a user, activity date, activity type, etc. and then map the activity to the user.

  • Gladis Zapata
    Gladis Zapata Member Posts: 2
    edited July 2021 #3
    Amit Sarda said:

    Yes. Doable. You have to create a field for a user, activity date, activity type, etc. and then map the activity to the user.

    thank you! 

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 872
    1000 Comments Third Anniversary Premier Solution Provider First Answer
    edited April 2022 #4

    Yes - just make sure its there in the spreadsheet when you are uploading [and map it accordingly] 

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