Importing Leads & Opportunities
A quick guide for importing necessary data into Pipeliner CRM
Learn How to Upload all Your current Leads and Opportunities into Pipeliner
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