More Options

Managing other domain-wide settings for opportunities

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.

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.

Only network admins can perform bulk imports.

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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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Managing Opportunity Categories

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

Only network admins can create and manage opportunity categories.

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.

Deleting a category only removes its association; affected opportunities become uncategorized.