Hi,
I have a list of companies that could become our customers.
They should be leads.
But each company has a number of leads we can contact, everybody working on the same organisation.
And very often a lead refers to another lead in the same customer.
I need to import multiple Leads related to few Accounts.
The right way to do it I can think is:
- import account
- export account with account ID
- vlookup account and account ID on leads table
- upload leads table with account ID
is it the best way?
Not 100% certain but if you import the leads specifying their company name (Account) will it not automatically associate them with the same Account if two leads have the same company name?
Not 100% certain but if you import the leads specifying their company name (Account) will it not automatically associate them with the same Account if two leads have the same company name?
No, “account” in “lead entity” looks like just a simple field, you can’t pivot on it.
Maybe it works the way you described with “contact entities”.