Import multiple Contacts into a deal
Hi everyone,
We're just getting started setting up Zoho CRM and have run into an issue. I understand that only one contact can be associated with a Deal and we've been adapting to this by adding the other contacts through the Contact Roles related list.
We're now in the process of importing all of our old deals into Zoho. The problem is there are 1,400 of them and 90% of them have more than one contact associated with them. I tried to get around this by adding a multi-select lookup field and separating my old data into Primary Contact and Other Contacts columns, however, Zoho does not allow you to map multi-select lookup fields during imports.
My current idea is to create four lookup fields for each separate contact, then write a function to collect all contacts and add them to the Contact Roles list. Is there any other way of importing multiple contacts to a deal at once?
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