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Topics#Sales And MarketingPregunta de Michael Betters
Michael Betters preguntó en #Sales And Marketing
31 dic 2013, 19:50

How can I make sure my mass imports go to suspects/leads rather than automatically to prospects?

I have my .csv in Excel and I tried to import the file and they all went to prospects automatically. I need them as suspects so that I can add them into a campaign.

 

Thanks.
9 respuestas
  1. Michael Betters
    2 ene 2014, 14:02
    Evan- I'm just using the Data Import Wizard. I've done this before, I jsut cant remember how to do it this time.

     

    Jeff- Are you saying I can just take my Excel CSV file, add another column labeled "Status" and list them all as suspects/leads and they will be imported into that section?
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