How to Import a Contact List into WeOpportunity

Stephen Nasti

September 30, 2020 16:10

How to import a contact list from an excel spreadsheet into WeOpportunity using Import Utility.

Before beginning the import process, makes sure your spreadsheet has the following required columns:

First Name

Last Name

Job Title

Phone Number

Cell Phone

In WeOpportunity, on the left hand bar under "Settings" click "Import Utility"
- Note: If you do not see an option for "Import Utility", contact your system administrator and ask them to enable the group right for Import Utility
Select the "Import Contacts" radial button, and click "Upload Excel File"
Make sure the drop downs match
Click Import