08-21-2017 01:49 PM
my company uses the create an opportunity tab for our quotes. Once a quarter we have to go in and update the master part list that the opportunity pulls from when creating a quote.
I just recently got assigned to help with ACT and i can't find in the book on how we update the list.
can someone help me? I need to basically upload our excel spreadsheet into the system?
08-22-2017 06:23 AM
Thank you for clarifying. I just recently got assigned to manage ACT for my company. I'll double check with my company to see what i'm at and how i can get the correct permissions.
08-25-2017 11:10 AM - edited 08-25-2017 11:13 AM
Importing the product list requires specific information to be present in the Excel sheet.
Here is a link to a previous discussion I think you will find useful
Read it all to gain experience but the best tip in the article is
Export the product list as a blank worksheet and then import using the exported sheet with products entered.