This tool allows an organization to import Opportunities from a Excel file into your Synergy database.
These Sales Opportunities may come from organizations such as Dodge Data and Analytics downloads, Marketing Campaign results or Trade Show Attendance.
An Excel spreadsheet is created with data on these new Opportunities. This spreadsheet includes the fields that can be selected for the metadata to be stored properly within each opportunity.
A mapping of data from the database and the Excel spreadsheet is used.
When imported into Synergy using these fields, new opportunities will be created. Opportunities already in Synergy may be updated with new information, if desired.
Opportunities can be imported by a System Administrator or other Resources that have the rights for this importing process. Templates can be built to allow similar Excel sheets to be uploaded without re-mapping of fields.
Standard Opportunity free fields and GLM System’s free fields may be used within the importing process.