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