I have some historic sales I'd like to load into the CRM so I can sync up my sales reporting. Is this possible?
Dear Matthew,
Thank you for reaching our. Currently it is not possible to import the history of the sales to Atlas CRM. Can you please share your use case with us? Also, which kind of reporting would you like to see?
Best regards,
Kristina
Hi Kristina - I am interested in similar functionality - specifically the ability to import information about current opportunities and create new open sales items and prepopulate the data elements defined in the Sales template as well as custom fields, each associated with an existing company
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