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Salesforce Pipeline Import
Paste your Salesforce pipeline report data below to sync deal outcomes with Win-Call Brain.
How to copy from Salesforce:
Salesforce only renders rows visible on screen. To get all 453 deals, paste in batches:
- Open your Salesforce pipeline report
- Press Ctrl+A then Ctrl+C to copy what's visible
- Click the paste box below and press Ctrl+V — data will accumulate
- Scroll down in Salesforce to reveal the next batch of reps/deals
- Repeat: Ctrl+A → Ctrl+C → come back here and Ctrl+V again
- Keep going until all rep groups are covered, then click Import Deals
Each paste adds to the previous data. Duplicates are automatically handled — if the same deal appears in multiple pastes, it will only be imported once.
Expected columns: Opportunity Owner, Account Name, Opportunity Name, Amount, Stage, Expected Revenue, Close Date
Call ↔ Deal Matching
Fuzzy-match unlinked sales calls to Salesforce deals by extracting business names from call titles.