To import and export opportunities, please follow the steps mentioned below:

  • Click on Opportunities in the left sidebar.

  • Click on Import/Export in the top right corner.

  • You will be given three options to instigate the import and an option to export opportunities from your Zomentum account in a CSV format.

The three Import options are:
(i) Import by downloading the file in a CSV/XLSX format
(ii) Software from which you want to import can be integrated (coming soon)
(iii) If you do not have a fixed format of the sheet, you can simply email us. We will take care of the rest (coming soon)

From the above option, you can also Export opportunities from your Zomentum account into CSV format.