Data Import - SalesPitch

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The population of SalesPitch data into PensionPro requires that a pre-formatted excel data sheet be completed for import. 

 

Add-On Availability: SalesPitch

Security Rights Required: Access Power Tools

 

To Access SalesPitch Import Power Tool

  1. Click Power Tools > Import > PensionPro Setup > SalesPitch.
  2. Click the Download a Template button.
  3. Using the empty template organize and compile the data for import.
  4. Import the data sheet in PensionPro by clicking Power Tools > Import > PensionPro Setup > SalesPitch. This will open a new browser tab to the SalesPitch Import page.
  5. Click the Select a spreadsheet button and select the file for import.
  6. Click the Upload button to import the data.
  7. Any errors encountered in importing the data will appear when the data is submitted for Import. Once all data has been scrubbed and the errors corrected, the import will show as completed once processed. All data must be formatted correctly before the import will complete.

 

Instructions Tab

  • A color-coded Column Legend with instructions. These color-coded columns in the spreadsheet(s) allow the user to see what fields are required, related, recommended, or not required.

 

SalesPitch Data Tab

  • Required fields: Location, Prospect Type, Prospect Contact or Company Name, Prospect Category, Prospect Assigned To, Proposals Name, Proposals Status, Proposals Plan Type, and Proposal Assigned To.
  • List Values:  Prospect Category, Prospect Sales Referral Source, Prospect Address Type, Prospect Number Type, Prospect Contact Role, Prospect Note Category, Proposal Status, Proposal Plan Type, Proposal Current Investment Provider, Proposal Valuation Frequency, Proposal Conversion Type, Proposal Reason Won/Lost, Proposal Assigned To, Proposal Sales Referral Source, Proposal Contact Role 1, Proposal Contact Role 2, and Proposal Note Category.

Note: List Values need to be created in Maintenance\List Values before importing data into PensionPro.

 

Location List Tab

  • Contains a listing of Locations setup in your instance of PensionPro. This information is provided to assist in completing the SalesPitch Data import.

 

Contact List Tab

  • Contains a listing of Contacts setup in your instance of PensionPro, along with their Company Name. This information is provided to assist in completing the SalesPitch Data import. 

 

Company Name List Tab

  • Contains a listing of Company names setup in your instance of PensionPro. This information is provided to assist in completing the SalesPitch Data import.

 

Employee List Tab

  • Contains a listing of current Employees setup in your instance of PensionPro. This information is provided to assist in completing the SalesPitch Data import. 

 

Prospect List Values Tab

  • Contains a list of Prospect Category, Prospect Sales Referral Source, Address Type, Number Type, Contact Role, and Prospect Note Category from your instance of PensionPro. This information is provided to assist in completing the SalesPitch Data import. 

 

Proposal List Values Tab

  • Contains a list of Proposal Status, Proposal Plan Type, Proposal Current Investment Provider, Proposal Valuation Frequency, Proposal Conversion Type, Reason Won/Lost, Proposal Sales Referral Source, Proposal Sales Contact Role, and Proposal Note Category from your instance of PensionPro. This information is provided to assist in completing the SalesPitch Data import.