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I imported opportunities but they're all called "Imported Opportunity: Row X"

  • 28 April 2021
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I tried to import opportunities but they’re all called Imported Opportunity: Row X. Of course X is a different number for each one. Did I do something wrong and how can I fix this?

 

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Best answer by Michelle from Copper 28 April 2021, 20:00

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This happens when you don’t include a Name column in your import file.

To fix this, revert your import by going to Settings > Manage Your Data > Import Data > Revert Import. Then go back to your Opportunities spreadsheet and create a column for “Name” - this is the title that will be displayed on each of your opportunity cards.

Usually, an opportunity’s Name will be a mix of the client’s name and the item you’re hoping to close them on. For example, I might have an opportunity called “Darren - 12 Copper Licenses.”