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Former Member
Aug 08, 2016 at 11:48 AM

Opportunity excel upload

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Dear experts,

I have a Question. Our customer wants to have a List of Opportunities, that he can edit in the MS Excel C4C Add-In and directly upload the changes to the system.

Does anyone know, how I can create such an Excel Template, so that I can upload the data through the Excel Add In? I've seen this feature in the "Sales Target Planing" just as you see in the screenshot.

I appreciate any help or suggestions, maybe there is also an workaround possible?

Best regards,

Paul

Attachments

Excel_upload.png (51.2 kB)