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  • importing 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 ...
    Posted to Method:Classic General Q&A (Forum) by Henry51 on 11-26-2014
  • 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 ...
    Posted to Method:Classic General Q&A (Forum) by Henry51 on 11-26-2014
Page 1 of 1 (2 items)