Method Community

Thank you so  much for your help. I can make that editable right? And then link it to the contacts form so the informtion is then converted over once they go from a lead to a contact? You have been a great help... I really appreciate it...

Thank you. So would each field be a text box? also I believe that the way the csv file is set up now would be the correct format right ( the attachment in first message) Thank Again

Hi, Really all we want is to have their program information on our CRM. We will not be running reports from the fields, it will strictly be  used by our sales team to educate themselves on the servcies provided by the company to help determine the best placement for ads.

Just so that I understand correctly, it looks like the csv file you have provided has three different categories, and within those categories are multiple options. Yes, correct, three categories with multiple options for each So a 'contact' would have all three of those categories, and within each, a number of different options can be ...

Hi, I am using your 30 day free trial but currently have an account using Salesforce as my CRM. Many of my current fields in SF are multiselect options. Your program does not offer that. Could you tell me how I would intragrate my current database with your program. I thought maybe check boxes but Im not sure how to convert my file for ...