Assign Primary Contact
Pick a contact to attach to this opportunity. We'll snapshot their name,
title, email, and phone onto the deal so it's available even if the
contact info changes later.
| Account | Product Line | Amount | Stage | Close Date |
|---|---|---|---|---|
| Account / ID | Product Line | Amount | Stage | Close Date | PTG Quoted By |
|---|
| Account | Industry | Status | Notes |
|---|
| Name | Manufacturer | Territory | Goal | Status | ||
|---|---|---|---|---|---|---|
| Display name | Role | Providers | Last sign-in | ||
|---|---|---|---|---|---|
| Account / ID | Product | Amount | Stage | Status | Close Date | Quoted By | |
|---|---|---|---|---|---|---|---|
| Account | Industry | Status | Contacts | Notes | |
|---|---|---|---|---|---|
| When | Actor | Action | Target | Details |
|---|---|---|---|---|
| Account | Product Line | Amount | Close Date |
|---|
Account Name (required), Industry, Website,
Headquarters City, Headquarters State,
Status (Customer or Prospect), Notes.
Up to 500 rows per upload.
id, name, manufacturer.
Optional: email, phone, territory,
presidentsClubGoal, status.
partner_cisco_chen_001).
Rows with duplicate or already-existing IDs are skipped. Up to 500 rows per upload.
partnerId claim
for —. Then you'll get a copy-able portal link
to share with them by email or Slack.
Account Name (required), Industry, Website,
Headquarters City, Headquarters State,
Status (Customer or Prospect), Notes.
Up to 500 rows per upload.
accountName.
Recognized: id, productLine, amount,
stage, status, closeDate (YYYY-MM-DD), quotedBy, notes.
status is blank we'll derive it from stage (Closed Won → closed-won, etc.).
Up to 500 rows per upload.
| Name | Title | Phone | ||
|---|---|---|---|---|
Name (required), Title, Email, Phone.
Up to 500 rows per upload. All contacts get added to this account.