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New Idea

Lead import with Account Manager field

Status: New
by krwyman on ‎04-27-2010 07:33 AM

In SLX 7.2.1 when importing a file the field mappings list that appears in the Import Leads dialog does not include the accountmanagerid field as a match field. It would be a great time saver if this match field were exposed because without it we must manually assign each lead to the appropriate account manager after the import.

 

The same applies to the account owner field. Although a default account owner may be chosen, it would be advantageous if the account owner (team) field were also exposed for import match.

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