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Bulk Event - Import

The Bulk Event Template is available for all Power Users and can be used to bulk record the following events:

  • Annotate: Used to force a resweep (refresh of database) of one or more deals.

  • Retired: Used to delete one or more deals that do not have journal entries in closed periods.

  • Recalculate: Used to recalculate one or more deals.

Download Template Here.

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