How to Import a Contact List into WeOpportunity

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 Email Phone Number Cell Phone

 

  1. 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

  2. Select the "Import Contacts" radial button, and click "Upload Excel File"
  3. Make sure the drop downs match 
  4. Click Import
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