CRM - Importing Opportunities

When importing an opportunities spreadsheet, it is important to know that the leads and companies mentioned will be automatically created in the system.

To import opportunities into your CRM follow the steps below:

Open your CRM, and when open click on the icon of 'Settings';

Set which pipeline the opportunities will be imported into, and click on 'Import Opportunities';

Select the template and the spreadsheet of opportunities you want to import;

• Notes:

Seeing the stage IDs when importing a leads spreadsheet into the Sprinthub CRM system is important to ensure that leads are assigned to the correct stages of the sales funnel or conversion process. Each stage in the CRM has a unique ID associated with it, which identifies where the lead is in the sales cycle.

Check an example of how the spreadsheet should be. Pay attention to empty rows, they must be deleted as they interfere with mapping.

It is mandatory for your spreadsheet to contain the title column; without it, mapping cannot be performed.

1. To map a stage, the stage column in your spreadsheet must correspond to the ID of a stage in Sprinthub. Values that do not correspond to a stage in the funnel will be added to the first stage.

2. To map the status, use the value 0 for open opportunities, 1 for won opportunities, and 2 for lost opportunities. Values that do not meet these requirements will be considered open opportunities.

3. To map an owner, the owner column in your spreadsheet must correspond to the user ID in Sprinthub. For values that do not correspond to a user, we will use the lead's owner.

To see the IDs of the Stages and Users, click on View IDs, which will be displayed as shown in the image below:

Start mapping the fields in the way that best suits your preferences, and then click on 'Import opportunities';

Once done, your spreadsheet will be imported!