Jacqueline D. Daniels asked us, “Hello Everyone! Do I have to manually enter opportunities? I do not see an Import icon; just Export. TIA!”
“Hi! There isn’t an import icon on the opportunities page, just an export button. Are you trying to add contacts to a pipeline/opportunity? This can be done by first importing contacts on the Contacts tab and then clicking the “pipeline change” button above your contact list. This video will walk you through it – https://branninggroup.freshdesk.com/…/65000179670-add..
** The video shows an example of adding one contact, but you can select multiple contacts and add them all at once. Let me know if that helps!”
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