ConcourseSuite Support - Discussion - Concursive Corporation

Back to topics

Discuss Pipeline Management

Help needed to import opportunities from external sources

You need to be logged in to post messages

Help needed to import opportunities from external sources

4/7/2006 10:37 AM EDT

By Srikanth M L

Hello all,
We are trying to insert opportunities from external sources such as from csv files and database.

We couldn't find an option to import opoortunities.
Could any one please shed some light on to import these?

Thanks in advance,
Srikanth

1. 4/7/2006 11:21 AM EDT

By Tom Manos

Hi,

As of version 4.0, Centric CRM can directly import Leads, Contact, and Accounts. We have not yet provided a wizard for importing Opportunities. It can be done, but required some small development to accoumplish and would depend on the inport format you have.

1 result found