Step 1: In the CRM Dashboard >> Sales funnel select the respective pipeline you want to import the deals to and then click on actions and select Import Deals.
Step 2: Import Leads/Deals and then click on download sample excel sheet to import the data.
Select update Existing to replace the already existing data with the new data. If the deal is already existing then it gets updated with new details. Or just click on ignore updates if you do not want to update existing deals.
Step 3: Fill in all the mandatory fields in the downloaded Excel sheet Pipeline name, stage, Owner, Phone number, Email… and any other mandatory fields if exists. Then click on upload. All deals in the Excel sheet will be reflected in the respective pipeline and stages.
