Can I import deals from another CRM system into PipelineDeals?
Yes. You can now upload a CSV file and import deals directly into PipelineDeals. The deals importer can import deals from an CSV file from any CRM provider such as Salesforce.com, SugarCRM and any other one.
The deals importer will create individual deals for each row in the CSV file and supports the following:
* Deal Name
* Deal Description / Deal Summary
* Deal Owner
* Deal Stage
* Expected Close Date
* Actual Close Date
* Create Date
* Notes
Administrators to edit close dates and deal create dates so that historical deal information can be accurately captured.