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Created by Guest
Created on Sep 6, 2023

Ability to import Equipment Items

If you need to create equipment items in bulk there is currently no way to do this. If equipment items were able to be imported like opportunities being assigned to Companies it would save time creating them.

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  • Guest
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    Sep 6, 2023

    A simple upload template with the fields available from the equipment page would mean, any legacy sales or transfer from another CRM would mean all products are assigned to the correct company with the relevant meta data required to manage service and subcriptions. For us this is a manual process for 1000's of products even though we have a spreadsheet of all the required information.

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