目錄

The data import uses the opportunity number to compare the opportunity,so to determine whether the data is added or modified, and the associated customer/company can choose [customer/company number] or [name + (phone/email)] for comparison.

The relationship between the opportunity number and the import rule comparison, and the import result of a single row is as follows:

來源連結：

https://vital-faq.azurewebsites.net/CRM/4184
https://support.vitalyun.com/en/vital-crm/faq?catid=28&id=5347%3Aimport-rules-for-opportunities&view=article
The data import uses the opportunity number to compare the opportunity,so to determine whether the data is added or modified, and the associated customer/company can choose [customer/company number] or [name + (phone/email)] for comparison. (Refer to FAQ)
商機的匯入規則 @ 閱讀文件 @ Vitals ESP 知識管理企業雲 (vitalyun.com)
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