I am a new user to Salesforce. I have never used a CRM. I am trying to get a few pointers. I have a large "lead list" I want to import. I am on a group account. I don't see a link to upload a large leads list. Only a large contact list. I can import leads one at a time. Is there a way to import a large lead list on a group account?
I got excited and uploaded a lead list to contacts. It had 500 names on it. Is there a way for me, not my administrator to delete this list I uploaded? Or to convert it to a leads list easily? Also, I think I may have imported the same file twice. Does sales force delete dulpicates? If not I may need to delete both lists and start ofer and do research before I start adding LISTS at a time lol.
Thank you for your help!!!
Brandon
2 answers
To import Leads, click on the Leads tab , at the bottom there is a Tools section, click on Import Leads.
This will take you to an import wizard that guides you through the process step by step.
Importing Leads FAQ:
https://help.salesforce.com/HTViewHelpDoc?id=faq_import_leads.htm&language=en_US
There are several ways to undo your imports, this one is the most simple:
https://na1.salesforce.com/help/doc/en/salesforce_massdelete_undoimport.pdf
