Hi Julia, great video! Have you been able to do contact uploads and attach them to specific opportunities. We are trying to upload contact names and emails for members of the teams who are working on the opportunities we are setting up. Seems to be a limitation with capsule but maybe I'm missing something. thanks!
Hi Julia, great video! Have you been able to do contact uploads and attach them to specific opportunities. We are trying to upload contact names and emails for members of the teams who are working on the opportunities we are setting up. Seems to be a limitation with capsule but maybe I'm missing something. thanks!
Hi George, I'm pleased you found the video helpful 😀 I believe you can assign opportunities to a user when importing them 😀
@@JuliaBlakeBCL Thanks I'll give it a try :)
@@George-ht5lq let me know how you get on :)