Easy way to upload budgets (opportunity amounts)

Our budgets are set up by Code, not by name. The current import/export function has no column for opportunity amount and does not show opportunity Codes. This is a serious handicap for our office processes. We have no way to upload budget amounts other than entering thousands of them manually. Please add Code and Opportunity Amount to the import/export file.

  • Lindley Jones
  • Mar 2 2022
  • Reviewed: Voting Open
Client Name "shard name" appstate
User System Admin
Functional Unit Imports
Employee Name Lindley Jones
  • Attach files