You can create deal cards in a pipeline by uploading a CSV file format. The purpose of this enhancement is to help agents to create multiple deal cards at one go!
To view the enhancement:
- Navigate to Pipelines
- Select the desired Pipeline
- Click on the action icon and select Bulk Upload.
- Browse and upload the CSV file from your local folder.
- Click Next step.
- Map the file column
- Review Mapped Data
- Click on upload
- Click next to create all cards in the pipeline.
- Navigate back to the Pipeline to view all the created cards through CSV file upload.
Use case: For example, if a deal card is created on May 5th 2020, and is in the Gather Info stage, then the total number of days will be displayed based on the current date.
