Importing Opportunities/Leads into ProspectX

First off, you go to the Opportunities module, that is the CRM where you manage all your leads, or as we call them in PX, Opportunities. Next, you go the Actions dropdown button to click there on Import File. It will take you to Import Opportunities page in which you will do three steps:

1. Upload File (There, you will upload your spreadsheet file in CSV or XLXS format.)
2. Mapping Data (There, you will match the source fields, which are the column names in the spreadsheet, with the destination fields of ProspectX.)
3. List Data (There, you finalize the process by selecting the Status under which the Opportunities are going to be. Moreover, you can assign an Opportunity manager, Campaign, and Drip Campaign.)