New Feature – Importing Data to a LeadMaster Opportunity Custom Form

If you are moving opportunity data into LeadMaster you now have an endless list of fields to choose from.

LeadMaster has a new feature – the ability to import data to an opportunity custom form.  An opportunity custom form is just like any other custom form in that you can add whatever fields you want to the form.  It will be attached to any new / existing opportunities.

You can access this new feature when you are doing an opportunity load.  You’ll notice that your opportunity custom form fields are listed at the bottom of the list of system fields for Opportunities.

Just match up the fields from your spreadsheet with the system fields and the opportunity data flows right in.  You will need the appropriate administrative privileges to access this new feature.

Importing Data to a LeadMaster Opportunity Custom Form

Importing Data to a LeadMaster Opportunity Custom Form

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