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Topics#Sales And MarketingPhil Andrews의 질문
Phil Andrews 님이 #Sales And Marketing에 질문했습니다
2011년 7월 22일 오후 3:45

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?
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  1. Steve Molis (You Owe Me a Beer, Inc.)
    2011년 7월 22일 오후 4:18
    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
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