Pipeliner allows you to easily import existing data such as accounts and contacts into your sales space using .csv files. You can configure field mapping and map any custom fields as well.
In the Importing Accounts and Contacts User Guide you will learn:
How to prepare .csv file for import into Pipeliner
How to upload your Accounts and Contacts
How to configure the import, map fields and validate the data
Download the full pdf version of the Importing Accounts and Contacts User Guide for Pipeliner CRM.
Administration & Setup
Sales Pipeline Management
Sales Target Tracking
Importing Leads & Opportunities
Importing Accounts & Contacts
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