Vital CRM
How can I obtain template Excel file to import opportunity?

1. In the Opportunity tab, click [Import functions] on the upper right and select [Import Customer Opportunity] or [Import Company Opportunity]


2. Click [Get Template] in the template field.

[Opportunity > Import functions > Import Customer Opportunity/Import Company Opportunity > Get Template]
https://faq.vitalyun.com/EN/CRM#4364
如何取得Excel檔案匯入商機? @ 閱讀文件 @ Vitals ESP 知識管理企業雲 (vitalyun.com)
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