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Hello, I'm using Crmbl CRM and I've created a card that's a template. I added some additional lists and items that need to be on all my cards. When I go to import from a CSV, it's just importing it as a regular card, not using the format of my template card. How do I import these leads into my board using this certain card template? Thank you!
Hi @[deleted] ,
Toni here from Crmble!
Maybe you could create a Trella Butler rule that triggers every time you create a card in a specific list. Then add an action like "Add X description" or whatever you need...
That way when you make the import of those cards the template information will be added.
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