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[Import] Deal
Hello, you can import Sales Field information or sales pipeline (deal) by following the instructions below.
- Go to the Settings menu.
- Go to Import & Export and select Import.
- Go to Deal by clicking Next.
- Click on Download template to download the Excel template and enter your information.
- Download as a CSV file
- Choose a file to upload your cards:deal and click Next.
- In the Select Property section, match the header column with the erxis header information and give it a Name.
- Check and save the Disclaimer .
- Check the results to see if the import was successful in the See Records result section.
