How to import "associated contacts" for Deals

Respondida

4 de agosto de 2021 17:11

Hello-

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!

Mike

3 Comentários

Kaja
- 5 de agosto de 2021 09:05
Hi Mike,
Thanks for a great question! We are preparing an article on this. Meanwhile, I will send you an email with some instructions.

Warm Regards

Kaja Błachowicz | Zendesk Sell | Technical Support Engineer Visit our Support Center

1
Jim Bates
- 19 de agosto de 2021 14:55
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.

0
Ahn Letran
- 25 de agosto de 2021 23:46
Zendesk Customer Care
Hello, Jim,

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.

Thanks!

Ahn L. | Customer Support Advocate

0

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