Follow

Can I Import Opportunities from an Excel Spreadsheet into the CRM?

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:

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 contacts to the opportunities with the import, 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 create each Opportunity Name.  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 text field to indicate the percentage of probability.

Projected Revenue/Actual Revenue - These are open text fields to indicate the dollar amount of revenue expected/earned from the Opportunity.

Description - This field is where all your Opportunity Notes will be listed.  This is an open text field.

 

>>> Please do not to change any of the column names to ensure your import process will run smoothly.  Once your spreadsheet is ready you can simply attach your finished copy in an email to support@redtailtechnology.com along with verification of your Redtail Username.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk