Wednesday, February 19th at 2pm CST.
data into Saleslogix is something that most companies will need to do
on occasion, and for some importing is a regular event. This month we
explore the capabilities of the Saleslogix Import Wizard, an out of the
box application that can be used for importing data from ACT! and other
commonly used file formats. Join us as we take you through:
- Importing from flat files or SQL databses.
- Import to Accounts and Contacts.
- Import Notes.
- Cross reference tables can be used to match data to users, owner, or custom tables.
- Custom VBScripts can be included.
- Custom conditions can be added such as equal, not equal, greater than, less than.