May 28

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Importing Opportunities!

By Oliver Corless

May 28, 2024


New feature announced: CSV File Importing for easier opportunity creation and updating in Labs. Features include field mapping, tagging, bulk actions, and error resolution. Steps to use provided with screenshots. Benefits: Smooth migration, customizable import, enhanced organization, real-time monitoring. Future updates to simplify importing using Pipeline and Stage names.

Oliver Corless

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