Hello, I'm using Crmbl CRM and I've created a card that's a template. I added some additional lists and items that need to be on all my cards. When I go to import from a CSV, it's just importing it as a regular card, not using the format of my template card. How do I import these leads into my board using this certain card template? Thank you!
Hi @[deleted] ,
Toni here from Crmble!
Maybe you could create a Trella Butler rule that triggers every time you create a card in a specific list. Then add an action like "Add X description" or whatever you need...
That way when you make the import of those cards the template information will be added.
Cheers
Toni
Online forums and learning are now in one easy-to-use experience.
By continuing, you accept the updated Community Terms of Use and acknowledge the Privacy Policy. Your public name, photo, and achievements may be publicly visible and available in search engines.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.