Editing
Import deals
(section)
Jump to navigation
Jump to search
Warning:
You are not logged in. Your IP address will be publicly visible if you make any edits. If you
log in
or
create an account
, your edits will be attributed to your username, along with other benefits.
Anti-spam check. Do
not
fill this in!
== Configuration Options and Settings == While importing deals, keep the following configuration options in mind: - '''Pipeline''': Name must match an existing pipeline in your ActiveCampaign account. - '''Stage''': Name must match an existing stage. - '''Deal title''': A title is mandatory for each deal; otherwise, an error will occur. - '''Deal owner''': Must be specified using either the ActiveCampaign account username or email address. - '''Deal ID''' (optional): Include if updating existing deals during import. - '''Contact or Account association''': Each deal must be linked to a contact or an account in ActiveCampaign. **Important:** The import process does not allow multiple contacts for a single deal or the creation of contact roles during the import; these can only be done through the API.
Summary:
Please note that all contributions to Activepedia may be edited, altered, or removed by other contributors. If you do not want your writing to be edited mercilessly, then do not submit it here.
You are also promising us that you wrote this yourself, or copied it from a public domain or similar free resource (see
Activepedia:Copyrights
for details).
Do not submit copyrighted work without permission!
Cancel
Editing help
(opens in new window)
Navigation menu
Personal tools
Not logged in
Talk
Contributions
Create account
Log in
Namespaces
Page
Discussion
English
Views
Read
Edit
Edit source
View history
More
Search
Navigation
Main page
Recent changes
Random page
Help about MediaWiki
Tools
What links here
Related changes
Special pages
Page information