Question regarding import of previous deals...
Good afternoon,
I'm working on importing some older deal records from an external sheet into the CRM; however, when I manually click "Add New Deal" and enter the pertinent information, the deal isn't appearing when I look at the "Deals" bar on the account's page. I'm not sure exactly what the issue is: I did set the deal as "Closed", since it's an old one that I'm importing in. Could that have anything to do with it, or might there be some other obstacle I've overlooked?
Appreciate the help,
Elijah Faris