Closed philfreo closed 9 years ago
yes, I accepted.
Hey @congocongo Let's add a few new fields -- this time to create Opportunities if the fields are present
opportunity1_note
opportunity1_value -- in cents
opportunity1_value_period -- will have a value like one_time
or monthly
opportunity1_confidence
opportunity1_status
where "1" could be 1-9 to create multiple
ANNNND another one. This time to POST notes to a lead.
note1
where "1" could be 1-9 to create multiple
We need a script that takes a CSV file with some or all of these columns:
The basic idea is that the script should help you bulk edit leads in Close.io and bulk-add contacts to existing leads. For lead-specific fields (description, url, status, custom fields) it will update the lead and it will always add contacts to the leads.
@congocongo Can you work on this asap? If your trial account is expired just shoot an email to support@close.io asking for us to extend it b/c you're working on this script. Let me know if anything needs any clarification :)