Skip to Content
Menu
This question has been flagged
933 Zobrazenia

I have imported a list of contacts (Company & Individuals linked to these Companies).
Each of these Contacts (Company) has a sales person allocated.
In Bulk, I now what to create opportunity (1st stage of pipeline) for each customer, with the associated SalesPerson, so that when the salesperson views their own pipeline, they will see and opportunity for each of their own allocated customers in the first stage. 

Avatar
Zrušiť
Related Posts Replies Zobrazenia Aktivita
1
mar 15
4681
0
dec 24
1097
0
sep 24
1106
4
feb 24
2107
0
nov 22
2966