Importing opportunities into Respona is simple. All you need for it is to have your opportunities saved into a .CSV file.

  1. Open your campaign.

  2. Click on the “Import” button on the right side of the search bar.

  3. Select the import mode: Opportunities or Contacts. For the former mode, the URL field will be required in your sheet, and for the latter, the Email field will be mandatory.

  4. Check or uncheck the safety options (automatically remove rows that have been recently contacted or are active in other campaigns).

  5. Click the purple "Upload .CSV file" button

  6. Select the file that you want to import.

  7. Assign the .CSV file fields to the corresponding Respona fields (name to name, domain to domain, etc.)

  8. Click “Finish”

  9. Once all of the opportunities have been processed, click “Import”

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