Need Ability to Import CSV list of Opportunities from an old CRM into GHL's Opportunities and Contact List
complete
T
Tabitha Cavell
When importing a CSV file of contacts for my client into their new GHL CRM we made, there is not an option to import opportunity name, opportunity status, lead value, or dates. Also, we need to be able to sort contacts by purchase history and then we could also select that as an option when importing the CSV file. It is a bit tough to try to persuade a client to change CRMs if it means they lose all of their old opportunity data or have to manually input everything one by one. The last upgrade I would suggest to help clients is to allow sources to saved as labels (like we do for tags). That way they can keep it uniform when filling in where the lead came from. Thanks for taking all of this into consideration!
HIGHLVL-I-3443
Log In
P
Pallavi Kothari
complete
Hi Everyone
Glad to inform about the release of import feature for Opportunities
Please refer to the changelog for more details: https://ideas.gohighlevel.com/changelog/importing-opportunities
E
Ernesto Murillo
I see it's in progress what's the ETA?
E
Ernesto Murillo
I need this ASAP!!
P
Pallavi Kothari
in progress
A
Aaron Watkins
Pallavi Kothari I was just looking at this this morning! Excited to see it moving to in-progress!!!!!!
J
Jeff Kelly
Pallavi Kothari Thank you! As high a priority in the backlog as you can give it please. We have a lot of trouble with churn, particularly from clients coming from a well developed competitor like Salesforce / HubSpot because of this gap. Cheers!
J
Jacob Radcliffe
Pallavi Kothari Such an important feature. GHL the CRM slayers.
L
Luis Perez
Yes, I would like to import opportunities without having to import contacts for each opportunities. Them the ability assign contacts to the corresponding opportunity.
P
Pallavi Kothari
under review
J
Joe Brown
Is there an ETA on this before we do this manually?
P
Pallavi Kothari
Merged in a post:
Import CSV into Opportunities
J
Jeremie Rochon
There needs to be an option to import a CSV file from an old CRM to HL. My job is so complicated because you lack this feature.
S
Steve Gubb
It's quite a hassle. We needed to import four years worth of data from Pipedrive, but in order to keep that historical data, I have to maintain a Pipedrive license. Although I successfully transferred over 90 active leads from Pipedrive to GHL, the creation date on GHL is the date I transferred them, which completely skews my sales funnel data. As a result, GHL thinks that I had 90 new leads in my first month, which is far from accurate.
A
Aaron
This is an essential feature, what needs to be do e to get this happening
Load More
→