Importing Leads

Importing Leads seemed to be the question of the week, this week.


Leads can be individually added into SalesLogix using the Insert Menu. You can also import a .csv file of Leads directly into SalesLogix. Remember, this is not the same as Contacts. The Contacts import wizard sits outside the client in the SalesLogix folder.


The Lead Import wizard can be accessed from a menu item on the Insert menu.


 


 

ABOUT THE AUTHOR

Dale Richter

Director of Training- I have worked with Customer FX since 1997

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