Settings
Import customer data
Upload an opportunity export from your CRM (.xlsx or .csv). Every row is validated before anything is stored.
Import target
No organization selected. Create or select an organization before importing.
Matching on re-import
Each row is matched to an existing opportunity on company + deal name. Changes such as stage, amount, probability, owner and dates are updated on the existing record, so coaching notes, insights, must-win marks and win/loss reviews are kept. New rows are created; rows missing from the file are left untouched.
No file selected
Expected columns: Sale name, Company, Amount, Stage, Probability as %, Owner, Full name, Sale date, Next activity, Start Date, End Date, Sales Category (Automatic), Completed.