This tool will allow an organization to create Sales Opportunities from an Excel file into your Synergy Enterprise. 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 your sales opportunities. These are the fields that can be selected for the metadata to be stored properly. When imported into Synergy using these fields, the new sales opportunities can be created.
Sales Opportunities can be imported by a System Administrator or other Resources that have the rights for this importing process.
This tool may may be used with any of our other tool offerings. Cost for this enhancement is $625. Maintenance of $109 per year. We will include 60 minutes of training / installation assistance with this tool.
Installation by your staff should take approximately 10 minutes. A Manual is included will provide guidance with the self-install process and training of staff with this new functionality. Delivery of this tool will take approximately 7 business days.
This tool requires the addition of the Exact Role – “Enabling Add-On Solutions” for any Resource that is Viewing, Editing or a Participant in a Workflow Request that will be using this functionality. This Role is available at a small cost from Exact Software, and is licensed by individual users. This Role is required for many of our tools and custom applications described on this website.