Opportunity bulk import improvement
Currently in bulk import of opportunities we are unable to set the stage and add custom fields. I have to manually and individually change the stage if it isn't the first stage. And to add custom fields I have to do v-lookups and do it in different bulk uploads to identify the opportunity id to then bulk update the custom fields. The bulk import of profiles allows the import of custom fields and the default fields. I would like to when doing a bulk import of opportunities to also set the stage it should be at and the custom fields in one spreadsheet, one upload.
Eyerusalem Gehringer
shared this idea
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Kourtney Lane
commented
We are considering adding hundreds of opportunities for a multi-year initiative. I'm glad there is a way to bulk import them, but we would be utilizing custom fields & I wish it could all be in 1 import. We also will need to complete all of them after the last year of the initiative, but the fact that we have to do them 1 by 1 is daunting & very time consuming. Having the capability to complete them all at once - by filtering & selecting them somehow (checkboxes?) - would be incredibly helpful.
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Eyerusalem Gehringer
commented
I agree with the comments Sidney, Davette, and Joel said. Especially for larger community foundations, having bulk-friendly tools to import and in system to process items on a filtered list. Currently we can bulk create opportunities - really only nice for generic opportunities to a broad group like fundraising and doing a type of outreach. Or setting the stage - which often for us is not based on a group of profiles necessarily. Bulk editing, closing, importing are all tools that would be helpful.
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Sidney Suttles
commented
Being such a large community foundation, we must have more bulk-friendly functionality in opportunities. Otherwise, the tool becomes difficult for our team to use effectively.
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Davette Swiney
commented
Bulk options would make opportunities much more usable for us. I just spent 2 hours manually closing out opportunities from this year that just need to be marked closed. Everytime I try to start using opportunities more, I encounter these time-consuming challenges and question whether it is a useful tool.
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Joel Schwartz
commented
We’d like to improve our ability to efficiently process opportunities. First, it would be extremely helpful if we had the ability to bulk-process items in one way or another. We’d like to be able to complete opportunities in bulk, as well as marking them as successful or not. Last, we’d like the ability to bulk assign opportunity tasks to staff members, most likely using a filtered list. Adding this functionality will help make opportunities a much more effective tool for us.