Bulk Create Deals
Edie Mew
Member Posts: 169 VERIFIED MEMBER
Buolk create Deals or Leads from Contacts or Organisations. I had a client who has Organisations which need to be taken through a renewal pipeline - I had thought this feature existed but turns out you have to import Orgs as Deals in order to create bulk Deals with Orgs
1
Comments
-
Wrote about a workaround in a short article.
0
