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How to download a Sample Import Template?

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You can import multiple opportunities by using a sample import template. This article will show you how to download the import template. There are three import templates, one for each program type (Win Loss, Customer Experience, and Market Research).

 

  1. Select Research.
  2. Select Sample.

 

  1. Select Import Sample, on the right-hand side of the screen.

 

  1. To download the import template, select Click here to download import template.

  

  1. Open the downloaded template file and enter information for each contact.

Note: The columns shown before the gap are required and the columns after the gap are optional. See article How to Import Sample on how to import when your template is complete.

 

 

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