Description: Use the bulk upload option with upload custom fields that are mapping to deal cards in bulk.
Use case: It is easy to create bulk deal cards with custom fields added using the bulk upload option.
Navigation
Navigate to the Pipelines module.
Click on the three dots in the top-right corner. Click on Bulk Upload.
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Note: By mapping custom fields to the fields present in the Excel sheet, you can bulk-upload deal cards for a pipeline.
The sheet should be a CSV file. You can also download a reference sheet.
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Click Next Step.
Map columns, which insuredmine will read from the CSV file
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Check the custom fields that have been mapped before uploading.
A success message will appear on the screen.
Following the upload, you may notice new deal cards created in the pipeline and stage you selected.
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Custom fields uploaded from the pipeline will only be mapped to that specific pipeline.
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