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How to create Leads in Method

Last post 06-22-2011 8:35 AM by Method_Michael. 1 replies.
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  • 06-22-2011 8:01 AM

    How to create Leads in Method

    Reply Contact

     Hi,

    I am new to this MethodIntegration. Can you please let me know how can I create leads form in Method.

    I have leads data (in the form of excel data) which is downloaded from netsuite.

    Thanks in advance.

    Ramesh

     

  • 06-22-2011 8:35 AM In reply to

    Re: How to create Leads in Method

    Answer
    Reply Contact

    Hi Ramesh,

    You can use the Method Import / Export Tool to import your leads into your customer list in Method. You can view a webinar HERE that might help. When importing your leads make sure that the field for IsLeadStatusOnly is True. 

    -MIchael

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo
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