Skip to Content
This question has been flagged
crmimportactivities
4479 Vistes
Avatar
abhitechsavy@gmail.com

Team,

I am trying hard to create opportuity with a next activity details as summary, next activity type ( call, email, etc.) and next activity date..

But whenever I give the Activity details.. I get import succesful but just the opportunity is created.. with no activity.

want a minimum activity to be created and assigned to my salesperson.Please help.. i am not getting this done...

I have attached the CSV file I am using.

Appreciate support to get me out of this..

Opportunity city Salesperson Stage log note Next Activity Deadline Next Activity Type/Display Name Next Activity Type/Summary
activity import testing Hubli Abhishek Gujrathi


Call Test activity summary








Above is my csv details..
Please help






Avatar
Descartar
Related Posts Respostes Vistes Activitat
What is the structure of the CVS to import as customer in to openERP?
crm import
Avatar
Avatar
1
de març 15
3982
Excel update records audit trail
crm import Excel
Avatar
0
de des. 21
2914
CRM/Sales Order/Fields Service activities appear on Odoo Calendar Solved
crm sales.order activities field service
Avatar
Avatar
1
d’ag. 25
1911
Import/Export custom fields CRM
crm export import customfield
Avatar
Avatar
Avatar
2
de maig 24
3867
(v15) How to import planned activities in the CRM chatter? Solved
import chatter quickstart activities
Avatar
1
de des. 23
3986