Just like you can import prospects using our Import tool, you can also import Organizations and Deals. This is a great way to move Organizations and Deals from your previous system. You can also perform mass updates to the existing Organizations and Deals using the Import tool.
To import Organizations, do the following:
If there are multiple Owners for the Organizations in your List, add a column to your List labeled "Owner." Then, insert the Lead Liaison username for the appropriate user into that field. |
OR
Assign a Deal Owner, Pipeline, and Pipeline Stage.
If the Deals are in multiple Pipelines, Pipeline Stages, add columns labeled "Pipeline" and "Pipeline Stage." Then, add in the name of the appropriate Pipeline or Pipeline Stage. If there are multiple Owners for the Deals in your List, add a column to your List labeled "Owner." Then, insert the Lead Liaison username for the appropriate user into that field. |