Import your deals
Import your opportunities from a spreadsheet, link each one to its account and fix the rows that fail.
What you will learn
- Match your columns
- Account is required; map columns such as the expected close date by hand when they aren't matched.
- Missing accounts
- PromptLab checks the account names first and can create the missing accounts for you.
- Failed rows
- A row fails when its stage isn't in your pipeline or it has no account. Download the error report and import the fixed rows.
Records
9 lessonsApprox. 23 min
Your progress0%
Related articles
- OpportunitiesTrack every deal through your pipeline, from the first conversation to won or lost, on a board or in a table.
- Account setupLearn how to sign up for PromptLab, connect your communication tools, and invite your team to start capturing deals automatically.
- Deal ManagementManage accounts, opportunities, tasks, and pipeline health in one place — with AI-driven updates that eliminate manual data entry.