I am new to Suite CRM can you tell me I have many accounts or contacts that I need to call, if they are already in the system as accounts or contacts— do i still need to import them?
so i have 5000 accounts in the system but i only need to call 250
do i import them as a list?
is this how it is done under each module?
same thing with the leads— we have many “leads” that we want to call — some of these "leads " are already an account or contact in our system
do we import them as a lead?
also to this end=-- if we have a number of “accounts” that we need to make a calling campaign out of, --do we import them under campaign and then turn around and import them under the call module–