Bulk Import Opportunity Fields
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W
WebMyMoney Administrator
When bulk importing contacts or leads, there should be a way to bulk upload opportunity fields
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P
Pallavi Kothari
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Hi Everyone
Thanks for the feedback
We have recently released a feature which allows you to bulk import opportunities and its custom fields. This feature is currently live via Labs
Changelog link: https://ideas.gohighlevel.com/changelog/importing-opportunities
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Luis Perez
Agreed, There is a way to do it by building an automation. But it shouldn't be like that.
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Pallavi Kothari
under review
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Jeff Stec
Agreed. This is basic functionality that makes it much harder to get someone to migrate to GHL. That said, here's a trick I used: Define custom fields on the contact record, then run a workflow automation to create the opportunity from those fields. It's not perfect - some opportunity fields you'd like to set might not be accessible - but it gets you a lot of the way there.