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 |