Vital CRM
Import Rules for Opportunities

The data import uses the opportunity number to compare the opportunity,so to determine whether the data is added or modified, and the associated customer/company can choose [customer/company number] or [name + (phone/email)] for comparison.

The relationship between the opportunity number and the import rule comparison, and the import result of a single row is as follows:

The data import uses the opportunity number to compare the opportunity,so to determine whether the data is added or modified, and the associated customer/company can choose [customer/company number] or [name + (phone/email)] for comparison. (Refer to FAQ)
https://faq.vitalyun.com/EN/CRM#4184
商機的匯入規則 @ 閱讀文件 @ Vitals ESP 知識管理企業雲 (vitalyun.com)
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