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I would want to have the ability to update all records in CRM with the Excel/CSV file I bring.
Just select columns to update - so it will auto-populate data. This will save tons of manual work.
Example workflow:
This way, I can eliminate 100s of features I would need from Breakcold, and do this tasks elsewhere, to just upload the update then to Breakcold
4 months ago
Why its not approved?
0 4 months ago Reply