Products is new - but data entry for products takes a lot of time - especially when we have excel lists of partners who purchased X products during Y month. With the products feature, the CRM will now automatically calculate the value of the products, instead of having to compare them with a price list.
Please add the ability to associate products with a deal in a CRM deal import.
Hey folks - the team is reviewing this. We could do a lot more on the import/export front and we're diggig in. We'll update this thread as we get closer.
Hi all - I'm going to set this back to Idea Submitted. Our CRM team did build and release the ability to associate objects upon import, but unfortunately, Products were not included as part of that. I'll continue to advocate for this and update here when there is news!
Re: CRM Deal Import - automatically associate products - changed to: In Planning
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