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Bulk Event Template - Release Preview - Import

The Bulk Event Template is available for all Power Users, and it 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.

Important: This template should only be used in the Release Preview environment to test changes to this import file and the validation/import process.

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