1. Implementing Sales
  2. Opportunity Import Steps

Opportunity Import Steps

You use two different Excel macros to import opportunities in two stages:

  1. Use the Opportunity Import Macro to import opportunities minus the revenue lines.

  2. Use the Opportunity Revenue Line Import Macro to import the revenue lines.

You can import up to 5,000 opportunities at a time using the macros.

Note: While you can import additional fields by appending columns to the import macros, you can't make any other changes. You can't edit the Visual Basic for Applications (VBA) code or other functions.