Allow bulk import & export of data

  • Changing account settings (even with bulk settings) is slow and buggy

  • Importing accounts doesn't allow you to set all settings

  • Exporting leads doesn't show the lead status

  • There is no way to bulk edit lead statuses

Users should be able to export and import .csv files of accounts and leads, edit on Sheets/Excel, then import with updated settings/status.

Please authenticate to join the conversation.

Upvoters
Status

Open

Board

πŸ’‘ Feature Request

Author

Michael Mound

Subscribe to post

Get notified by email when there are changes.