add ability to import solicitor goal
Injela wahidi
shared this idea
Hi,
We’re happy to announce we’ve added the ability to import solicitor goals via ImportOmatic! You will gain access to this feature when your ImportOmatic is updated to version 3.5.0.0 or higher.
Thanks for your feedback!
The Omatic Team
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Anonymous
commented
this would be a very helpful and time-saving addition to the import function.
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Sinead Dunne
commented
We would really like to see this happen. As this is a second pass we have to do in RE currently.
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julie
commented
We would also like to add Solicitor Goals for Campaigns and Funds.
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Brad C
commented
With NXT relying so heavily on solicitor and prospect information it would be great to see IOM improve this area.
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Mary
commented
Hello - I am hoping to have the ability to add the solicitor goal information on our IOM import. At this point we have to do a two pass import, one through IOM and one through RE Import. We would need to add the Fund information and also a Reports To field if the person is part of a Team.