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importing contacts & leads from excel

Last post 11-27-2014 12:46 PM by Method_Jeff. 1 replies.
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  • 11-26-2014 9:43 AM

    importing contacts & leads from excel

    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.

  • 11-27-2014 12:46 PM In reply to

    Re: importing contacts & leads from excel

    Answer

    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

    Jeff Bell
    Community Support Specialist
    Method Integration
    j.bell@method.me
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