# More Options

### Overview

The **More** tab in the CRM module provides advanced configuration tools for managing opportunities at scale. 

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### Importing Opportunities

Admins can **bulk import opportunities** from a `.csv` file to ease data entry and onboarding.

<figure><img src="/files/Xwg11ln5mmsGiRdiHkvV" alt="" width="563"><figcaption></figcaption></figure>

#### To Import Opportunities:

1. Hover over the **More Options** button and select **Import Opportunities**.
2. Click **Upload File** to select a `.csv` file for import.
   * Use the **View sample format** link to download a reference file.
3. Choose one of the following import options:
   * **Skip existing Opportunities** – Keeps existing data unchanged for any duplicates found in the file.
   * **Update existing Opportunities** – Overwrites matching opportunities with updated data from the file.
4. Click **Import Now** to complete the bulk import.

{% hint style="danger" %}
Only network admins can perform bulk imports.
{% endhint %}

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### &#x20;Managing Custom Fields for Opportunities

Custom fields let you collect and display additional opportunity-specific data like priority, external IDs, or internal tracking values.

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### &#x20;Managing Opportunity Categories

Categories help segment opportunities for easier filtering and organization within the CRM.

<figure><img src="/files/SblVwFTU7UVaxQqb4G8e" alt="" width="440"><figcaption></figcaption></figure>

{% hint style="danger" %}
**Only network admins** can create and manage opportunity categories.
{% endhint %}

#### Creating & Managing Categories:

1. Hover over the **More Options** button and click **Manage Categories**.
2. Click **+ New Category** to create a parent category.
3. Press **ENTER** or click anywhere to save.
4. To add a subcategory:
   * Right-click a category and select **Add Subcategory**.
5. Use right-click options to:
   * **Rename** a category
   * **Delete** a category
6. Click **Done** to apply changes.

{% hint style="success" %}
Deleting a category only removes its association; affected opportunities become uncategorized.
{% endhint %}


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