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
Importing Leads & Opportunities

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Download the full pdf version of the Importing Leads & Opportunities User Guide for Pipeliner CRM.

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