09-26-2013 12:10 PM
I'm running a 30 day trial and I can't seem to find the section or area where I would do imports for contacts, accounts, etc. I'm thinking there is usually a place in a CRM where you specify your CSV file, do some basic field mapping and then import your data.
I'm thinking that most new users would have hundreds or thousands of existing accounts and contacts that they need to get in the new system.
Any help or direction would be appreciated !
09-26-2013 01:23 PM
In the Web Client there is a tool to import LEADS ... but not Accounts/Contacts, etc....
Now if you have access to the FULL Saleslogix (Windows toolsets, etc) there is an Import Wizard to do this. There are also third party tools out there and most of us in the "partner world" have our favorites as well as soing some "home grown" things.
Give me a direct call/shout.