目錄

1. In the Opportunity tab, click [Import functions] on the upper right and select [Import Customer Opportunity] or [Import Company Opportunity]


2. Click [Get Template] in the template field.

來源連結:

https://vital-faq.azurewebsites.net/CRM/4364

https://support.vitalyun.com/en/?view=article&id=5328:how-can-i-obtain-template-excel-file-to-import-opportunity&catid=28
[Opportunity > Import functions > Import Customer Opportunity/Import Company Opportunity > Get Template]
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