Importing Notes
D
Darren Pinder
When clients are migrating from another platform, allow import notes via CSV in to Notes
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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. 😌
P
Parham Nassiri
I have a customer that they are using keap CRM and they have tons of notes for each customer. I couldn't switch to GHL just because of this limitation. Please let us import all fields (Standard and custom) related to the contact.(Notes, Tasks,...)
T
Tyler Hoff
YES PLEASE> And not just ALL notes under one note, but allow us to be able to choose the date for the note associated with a contact
V
Victor Pribyl
Thank you Tyler Hoff! I second this! Having the ability to import individual notes and having them be separate would be FANTASTIC!!