Bulk opportunity import enables you to quickly add a batch of current and won opportunities to your opportunity map at the same time.
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Click the Import Opportunities button at the top of the opportunity map. (This button is only available when the View filter is set to Value.)
The Bulk Import Opportunities window opens. This lists all current and won opportunities belonging to any accounts associated with the plan. By default, opportunities that are already included in the map are not displayed.
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You can use search criteria to narrow down the list of opportunities.
Tip: If you are not seeing an opportunity that you expected to see, consider the following:
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For Closed Won oppportunities, you only see matching opportunities with a close date within the date range of the plan. You can update the account plan date range on the Targets tab in Settings.
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Is the account included in your account plan? To check go to the Account Structure tab in Settings.
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- Select the opportunities you want to import.
- Click Next.
- The opportunities you selected are listed:
- If product–solution mapping is configured, and the opportunity contains product line items, it will be auto-mapped to solutions.
- You can only add opportunities to cells that are not blocked.
- Click Import.
Associate an opportunity map solution with each opportunity. The intersection the opportunity is added to is determined by the opportunity’s account and the solution you select.
