We have a list of several thousand companies/prospects/leads to import to the Suite. Where can I find a giude to how that process is done?
Egil
We have a list of several thousand companies/prospects/leads to import to the Suite. Where can I find a giude to how that process is done?
Egil
Hi Egil,
Navigate to the Targets module. There is an import option there.
Thanks,
Will.
thank you, but I am jsut preparing and waiting for my tech-guy to install, but I would like to see/read a help file/guide or tutorial for such process. Any information anywhere?