It was previously possible to import Notes and associate them with Deals, based on the Record ID of the Deal. 'Notes; no longer appear on the list of objects that can be imported.
How do you go about importing Notes now, and associate them with Deals?
Hi @Arnold1,
They still show up for me, see below.
Are you a super admin or could permissions be limiting the objects you have access to?
Best regards
Hi @Arnold1
You can definitely still import notes. Yoinforet select the objects (contacts, deals, etc.) and then the activities (notes, meetings, tasks) on the import screen.
Frank
Thank you Frank
