Importing Notes
D
Darren Pinder
When clients are migrating from another platform, allow import notes via CSV in to Notes
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K
Kevin McCann
We have clients who want to switch to GHL from HubSpot, but they can't afford to lose all their notes. Definitely a needed feature!
C
Collin Siverts
We have clients who want to switch to GHL from HubSpot, but they can't afford to lose all their notes. Definitely a needed feature!
V
Victor Marques Detone
I need this
K
Kevin Johnson
Absolutely need this, it's a basic, not an optional "nicety". We have thousands of history notes on clients and prospects to whom we continually market, sell and re-sell. Shouldn't be difficult to program this feature. Let's have it soon!
T
Titus Samuel
really needed
R
Remo Kousins
Currently using Capsule CRM, would be great if we could import notes so they get populated as notes, and not as a custom field in GHL. Hope to see this feature soon. Thank you!
R
Rachel Brown
Hope to see this soon 🙏
E
Edward Perry
The ability to import notes with opportunities via CSV upload would make the migration from B2B CRMs much easier.
M
Marshall Lawlor
This would make it a lot easier to move clients out of their old CRM or spreadsheets that they are currently using
P
Paige Battcher
Oh no, my client needs. 😌
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