New Feature – Import Opportunities Directly to the Record

With LeadMaster you’ve been able to import opportunities in bulk from the ‘Add New Records’ menu.

Opportunity Load Wizard from the Add New Records / Leads menu

Opportunity Load Wizard from the Add New Records / Leads menu

Starting a week from now you’ll be able to import opportunities directly to the record from the sales update page or the edit profile page.

Import Opportunities from Sales Update or Edit Profile

Import Opportunities from Sales Update or Edit Profile

Just follow the instructions on the wizard and your opportunities will be attached directly to the record.

Import Opportunities to an Individual Record

Import Opportunities to an Individual Record

 

The all-in-one solution for managing leads and customer relationships, automating marketing, email marketing, call center and inside sales.

Explore posts in the same categories: General Info, What's New at LeadMaster

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