Hi. I have a CSV with the list of deals already closed. The structure is like "Date Closed - Product Name - Customer Name - Company Name - Price" (if simplified).
I have already imported "Company Name" to Accounts, and "Customer Name" to Contacts (with Accounts linked automatically).
Now I need to import the remaining fields to Opportunities (I guess this is the closest entity you have to that), with Accounts and Contacts linked.
My questions are:
1) Am I generally doing the right thing when importing it to Opportunities? Or should I rather create a new entity for closed deals?
2) What field should I select for "Customer Name"? For "Company Name" there is accountName, but for "Customer Name" there is nothing (I expected Contact First and Last Name to be on the list, but they are not).
Thank you.
Dmitry
I have already imported "Company Name" to Accounts, and "Customer Name" to Contacts (with Accounts linked automatically).
Now I need to import the remaining fields to Opportunities (I guess this is the closest entity you have to that), with Accounts and Contacts linked.
My questions are:
1) Am I generally doing the right thing when importing it to Opportunities? Or should I rather create a new entity for closed deals?
2) What field should I select for "Customer Name"? For "Company Name" there is accountName, but for "Customer Name" there is nothing (I expected Contact First and Last Name to be on the list, but they are not).
Thank you.
Dmitry
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