Skip to main content
Topics#Sales And MarketingPregunta de Phil Andrews
Phil Andrews ha preguntado en #Sales And Marketing
22 jul 2011, 15:45

how do i upload contacts with multiple former affiliations and former accounts?

Every week, we're uploading lots of new contacts. We service unemployed workers and in order to keep things straight and most effectively assist them in their job search, we track their job history. We input all this data into Excel and then upload into Salesforce, but we cannot figure out how to upload a contact with multiple former employers (which are being entered as "Account Name"). We used to be able to upload one former job, with the employer name as Account Name and Primary Job Status as "Former" but now even that isn't working. Any ideas?
1 respuesta
  1. Steve Molis (You Owe Me a Beer, Inc.)
    22 jul 2011, 16:18
    You might be able to use Contact Roles for this.  Or you could create multiple Contacts and link them together like this:

     

    https://docs.google.com/viewer?a=v&pid=explorer&chrome=true&srcid=0B5Hq93KjQcpcNjMwYWEzNTYtNDJiYy00YzE3LWJmYTAtZDdiYjhmNWNlNGU4&hl=en_US&authkey=CLiZ4O4M

     

    https://docs.google.com/viewer?a=v&pid=explorer&chrome=true&srcid=0B5Hq93KjQcpcOWRlNGJjM2QtNjkwZS00MGVjLWE2N2UtNTZhNDkzNTk0NzQ0&hl=en_US&authkey=CND1y78L
Escribir una respuesta...
0/9000