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5086 Vizualizări

Team,

I am trying hard to upload Activities to existing opportunities..
Upload goes successful but no activities are created and assigned to anyone..


External ID ID Opportunity Expected Revenue Next Activity Summary Next Activity Type/Display Name
__import__.3014 __import__.3014 send cheque to IMA

Soft Followup
__import__.3096 __import__.3096 test

Soft Followup
__import__.3098 __import__.3098 test

Soft Followup


Above are my fields in excel..
Please help me getting activities created and assigned succesfuly

Imagine profil
Abandonează

Hello,

First, you are export your existing record according to your requirements after try to import

Autor

Yes. I already did that. Above excel template is from export. where I have given my next actvity details and trying to import

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