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. See attached example spreadsheet.
|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