Method:Classic General Q&A

Re: importing contacts & leads from excel

Method_Jeff — Thu, 27 Nov 2014 18:46:17 GMT

Hi Henry51

I believe you spoke to one of our support team yesterday and don't need further assistance. If this is not the case just let me know.

Jeff

importing contacts & leads from excel

Henry51 — Wed, 26 Nov 2014 15:43:57 GMT

when i import a list from excel I put the data into a "campain" during the import it removes or does not allow the importing of "exsisting" customers that are in quickbooks. the results give me a list of "leads"only. I need a list of everybody, leads"who are not past customers" and past customers in the same campain.

ideally:

when finished i need the search capabilty of entering a "name" or "address" and getting the result of where and in what campain or list this customer or leads resids in.