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Opportunity Import Options...
Hello everyone,
I am looking for some options to make my life easier...
Here is the situaiton. We typically build a configuration with Cisco and then then email us a list of all the items we need to fulfil the build.
It would be great to be able to copy these items to a clipboard and then paste them into an opportunity...Just to get things started...Another option would be to import the items from the CSV file that they send to us.
I like the cut and paste option the best for simplicity. I don't see an options for getting opportunities imported, so i wanted to make sure i am not completely overlooking something...
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