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    Search for "import2" yielded 25 results

    • CSV Import via Import2
      In order to use Import2 imports and exports, you must have an Import2 account. For any queries relating to this import tool, please contact Import2 .
    • App to App Import via Import2
      Import2 is a third party solution that assists in app to app imports, imports via CSV, and exporting data to populate and extract information between your tools.
    • Connecting to Import2
      Import2 is a third-party solution that assists in app to app imports, imports via CSV, and exporting data to populate and extract information between your tools.
    • Exporting to CSV via Import2
      Import2 is a third party solution that assists in app to app imports, imports via CSV, and exporting data to populate and extract information between your tools.
    • Viewing Your Import History
      Within Teamwork CRM, you can view previous and current import attempts via your import history. Click your profile icon in Teamwork CRM's main navigation menu. Select Settings.
    • Importing Companies and Contacts from Teamwork.com
      The companies and contacts sync will check your Teamwork.com site for any existing external companies and associated contacts that are not currently in your Teamwork CRM site and import them.
    • Importing Deals via CSV
      In the Settings area, select the Import option in the left pane. Note: Before importing, all pipelines , stages and users referenced in your import file must be added to Teamwork CRM first.
    • Exporting Products
      You will be taken to the export history area of the site settings. An alert will be displayed in the bottom right hand corner to let you know you export has started.
    • Exporting Activities
      and select Export data from the dropdown menu.
    • Teamwork CRM Feature Comparison
      Integrations / API Teamwork integration ✔ ✔ Create projects and tasks from a deal ✔ ✔ Teamwork Desk integration ✔ ✔ Teamwork Chat integration ✔ ✔ Zapier integration ✔ ✔ Webhooks ✔ ✔ Gmail add-on ✔ ✔ Data import
    • Getting Started as an Administrator in Teamwork CRM
      Import - import your data via a CSV file and view your import history. Export - export your data from Teamwork CRM to a CSV file and view your export history.
    • Exporting People
      Click the options button (three dots) and select Export data .
    • Exporting Leads
      Once your export is complete, it will be listed within the history section along with the details of the export. Click Download to download a CSV export.
    • Exporting Opportunities
      To export a custom selection of opportunities, select Opportunities from the main navigation bar. The export function is available in list view only.
    • Viewing Your Export History
      Within Teamwork CRM, you can view previous and current export attempts via your export history. You will be able to download exports within 30 days of creation.
    • Integrating with Teamwork.com
      Importing companies and contacts from Teamwork.com Using the Teamwork.com companies and contacts import option , you can sync external companies and contacts from your Teamwork.com site.
    • Using Company Reports
      Deals Using the left-hand menu, you can choose which types of deals report to view.
    • Using Email Reports
      Exporting You can also export either report by clicking the download button in the top right of the relevant area and selecting Excel from the dropdown.
    • Using Velocity Reports
      The velocity report will display the average time it takes for closed deals to go through the stages of a pipeline, and allows you to compare owners or stages versus number of days.
    • Integration Partner System Requirements
      Guidelines for building an integration with Teamwork The app should use OAuth 2.0 Your integration should use our OAuth 2.0, this guide will be provided to you by Teamwork.
    • Authorizing Teamwork CRM in Google Workspace
      You will then need to enter the Teamwork CRM app ID: 1051029752412-589gv79rcljbceh9fhsk7q2trn6l8q47.apps.googleusercontent.com For more information, see: Connecting Your Email Account to Teamwork CRM
    • Viewing and Restoring Deleted Items
      For example, a deal that has been in a Negotiation stage for 2 days is deleted then restored 1 day later. Once restored, the duration remains at 2 days. For more information, see: Editing a Lead
    • Understanding the Sales Process
      Each time contact is made, the lead is moved through the different stages of the pipeline (1st touch, 2nd touch etc.) Each instance of contact is represented by an activity created for the lead.
    • Using Zapier to Create Items via Web Forms
      Step 2: Create a questionnaire Create your questionnaire using your online form solution.
    • Understanding Key Terms in Teamwork CRM
      For some businesses, they would regard 2 leads and 3 opportunities as 5 deals.