Add "Download and Upload" to Opportunity Items

In Quotation we are able to “Upload” to the Quotation Items. But not in Opportunity.

Is there a quick way or a custom script available that would allow me to add to Opportunity Items using my .csv? :slight_smile: thanks guys, any help is appreciated.

Hello @iMoshi,

Please follow below steps:

Customize Form>Opportunity>Search for Items Table name>Open that particular field box by clicking on the downwards arrow mark and then click/check on “Allow Bulk Edit” and then save the form and reload your account.

Please refer these screenshots:

Hope this helps.

Regards,
Sujay

5 Likes

You’re a godsend! Thank you so much Sujay! :smiling_face_with_three_hearts:

@Duncan_Nkhata check this out!

1 Like