I'd like to upload leads via the import wizard. There I've selected "add new and udpate existing record".
Now I have sometime leads in my excel that are already contacts. There I'd like to have the contact details updated if there's some new or additional information.
But so far only this is happening:
if lead is not existing, it creates new lead -> all good!
if lead is already existing (under the lead section), it udpates lead details, --> all good!
if person that I'm trying to upload already exists as a contact, it says error potential dublicate -.> there I'd like to have the contact details updated if there are some new or changed information.
How can I achieve this?
3 respuestas
The import wizard can only update a single object - lead or contact - in an operation, meaning you can't update both leads and contacts at the same time. As such I would recommend you gather all of the contact records that need to be updated and then upload those in a seperate file.
