So I came back from a trade show with a ton of leads.
Imported them first as ACCOUNTS
Then imported them again as CONTACTS
hoping that the contacts would match up to their respective accounts.
They Didn’t.
How should I have done this?
So I came back from a trade show with a ton of leads.
Imported them first as ACCOUNTS
Then imported them again as CONTACTS
hoping that the contacts would match up to their respective accounts.
They Didn’t.
How should I have done this?
Import Accounts
When importing contacts
in the mapping stage you have a field = Account Name
Make sure within your Contact import file you have the Account name
This is where the linking between records happens