Hello again!
I would like to create a new lead form based solely on the form fields of my Gravity Forms website plugin. I do not want to retype all of these fields (again!). How do I ago about doing this via importing the CSV file?
Hello again!
I would like to create a new lead form based solely on the form fields of my Gravity Forms website plugin. I do not want to retype all of these fields (again!). How do I ago about doing this via importing the CSV file?
-Go to Leads
-Import Leads
-Download the csv import template
SuiteCRM will generate a csv import template for you
You are able to remove any columns with fields you donβt want to import
Remember Mandatory fields will be required