Our Welcome Team is happy to assist you with importing Opportunities from an Excel Spreadsheet! You will find our formatted spreadsheet available for download below, along with a printable key.
The following information outlines different fields for Opportunities in Redtail (please note: each line will create a seperate Opportunity in Redtail):
Linked Contact (Tax ID/SSN OR Redtail Client ID) - This information will be listed in Column A of the spreadsheet and is used to link your Opportunities back to a contact record in Redtail. If you are using the Redtail Client ID, you can run a Custom Export from Redtail to obtain this information; instructions for this can be found here. If you do not need to link the Opportunities to a Contact, you can leave this field blank.
Assigned To (Redtail Username) - This field indicates which Redtail User is assigned to this Opportunity. Opportunities can be imported without linking if needed, so this information is not required to import this data.
** Opportunity Name - This is an open text field in which you can name your Opportunity. An Opportunity cannot be created without a name; this column is required.
Next Steps - This is also an open text field to indicate the next step in your process.
Close Date - This is a date field to indicate when the Opportunity was closed or the expected close date of the Opportunity.
Stage - This is a customizable drop down list to indicate what stage the Opportunity is in. For example: Closed Won or Closed Lost
Type - This is a static drop down list to define whether the Opportunity is New Business or Existing Business. Choose from the following two options: New Business or Existing Business
Source - This field will have the same values as the Contact Source field in Redtail. This is a drop down list that can be customized to fit your needs.
Amount - This is a numerical field for the dollar amount of the Opportunity.
Probability - This is an open numeral field to indicate the percentage of probability.
Projected Revenue/Actual Revenue - These are open numeral fields to indicate the dollar amount of revenue expected/earned from the Opportunity.
Description - This is an open text field is where all other information can be listed.
>>> Please do not to change any of the pre-titled column headers, to ensure your import process will run smoothly.
Once your spreadsheet is ready you can simply attach your finished copy in an email to email@example.com along with verification of your Redtail Username.