How to import "associated contacts" for DealsAnswered
We are attempting to import DEAL data and have run into a problem - how do we import/associate the "Associated Contacts" for a given DEAL? We are using the built-in "import" function, and importing from an Excel spreadsheet. Any input would be appreciated!
Thanks for a great question! We are preparing an article on this. Meanwhile, I will send you an email with some instructions.
Kaja Błachowicz | Zendesk Sell | Technical Support Engineer Visit our Support Center
I am actually wanting to do the same thing. When I pull a smartlist I woud like to add Associated Contacts as a filter but cannot since it is not an option.
Thanks for the feedback! As mentioned above, our technical support engineers are working on an article on this request. Release notes will be uploaded as soon as its up and running.
Ahn L. | Customer Support Advocate
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