# 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="https://1733114811-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Lclpq021Ai9jH1_X4gO%2Fuploads%2FOvsredKM0ukznhzpfeUd%2Frsjsrrnsew.png?alt=media&#x26;token=ea1ef13a-da18-43fe-a85e-b9cbd83f5542" 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="https://1733114811-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Lclpq021Ai9jH1_X4gO%2Fuploads%2FvVYGc1i7d67Fku6sq83Q%2F24-06-2025-10-16-31.png?alt=media&#x26;token=9102b7b0-f715-4ddd-bf4b-a17cfe74da3f" 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 %}