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How do I import Opportunity details from Spreadsheets - or copy & paste?

New Member
Posts: 3
Country: United Kingdom

How do I import Opportunity details from Spreadsheets - or copy & paste?

I am using my opportunities tab to track sales opportunities for my slaes reps.  I export an excel spreadsheet each month for them to fill in & update the details of each opportunity then they send the spreadsheet back to me.  I have to manually type the new details in the "opportunity details" field because I cannot do a copy & paste nor can I faind a way to import to this field?

 

Any idea's?

Thanks

Steve

Copper Contributor
Posts: 43
Country: USA

Re: How do I import Opportunity details from Spreadsheets - or copy & paste?

Hi

 

You might like to have a look at Inaport for ACT:

http://www.inaplex.com/Products/Inaport_for_ACT.aspx

 

Regards

 

David Evans

InaPlex