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Opportunities

Opportunity import, export, bulk actions, and reports

Data migration, mass processing, and sales performance analysis.

Last updated 13 days ago

Import

Select the import option from the Opportunities list's additional menu, if available. Prepare a file in a supported format featuring consistent headers, a uniform date format, valid currencies, and values ​​for linked records that already exist in the system.

First, import a few test rows. Map the file columns to Hanna fields, and verify the mandatory fields and the error summary. Only then should you execute the full import. The import can create numerous records and trigger stage-related automation. It may complete only partially; therefore, before re-importing a corrected file, check the records already created and the error list to avoid generating duplicates.

Bulk Actions

Select the required rows and open the bulk actions menu. Depending on permissions and the environment, you can change the stage or the assigned users, as well as export or delete records. A bulk stage change may trigger Tasks automation and notifications for each selected record. Before performing the action, verify your selection by checking the record count and a few reference numbers.

Export

Visible or selected data is exported based on the chosen options and the user's export permissions. The export of team member includes only the records permitted for the user. If a full report is required, check the filters, process tab, displayed columns, and date range before initiating the export. Verify the record count and totals in the downloaded file.

Reports

Opportunities reports can include the sales funnel, stage changes, conversion rates, time spent in a stage, percentages of won and lost Opportunities, and projected value and cost. Results depend on filters for permissions, organization, process, stages, assignees, and dates. Projected value is based on the stage probability percentage; therefore, incorrectly configured stages will skew the forecast.

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