Add Renewal Opportunities to the Opportunity Import/Export Tool

Tyler Harrison would like the ability to update Renewal Opportunities using the Opportunity Import/Export Tool. Currently they are not included in this tool. His specific use-case is that he would like to mass update Opportunity Amounts for his Renewal Opportunities.

Currently the only way to process a mass update of Renewal Opportunities is through the Opportunities Grid and this only allows for one Opportunity Amount to be input at a time which is not ideal as each opportunity has a unique value.

  • Deleted User
  • Dec 7 2018
  • Reviewed: Voting Open
Employee Name Ashley Pierce
Client Name "shard name" uamont
User System Admin
Functional Unit Renewal Management
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