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?

 

Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,534
    First Anniversary First Answer 5 Up Votes 5 Likes
    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

    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: 847
    5 Likes First Anniversary First Answer Combo Breaker
    edited April 2022 #4

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