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Opportunity Import Options...

edited Dec 3, 2019 12:36PM in Account Administration 2 comments

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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