Search results by user ID 5467

How to mass assign sales reps to leads?

Dan_AA — Tue, 10 Jan 2012 21:34:44 GMT

Can anyone please tell me how I can mass assign a sales rep to our current leads?

Thanks!

How to mass delete leads?

Dan_AA — Tue, 03 Jan 2012 18:21:07 GMT

Is there a way to mass delete leads? We uploaded several hundred leads but now we don't want them in our database. Is my only option to go 1-by-1 through each lead to delete them, or is there a faster way?

Thanks!

Any way to associate CRM_LeadList fields with CRM_EditList fields?

Dan_AA — Fri, 30 Dec 2011 15:50:30 GMT

We are in the process of uploading thousands of potential leads. We want to make it so the screen CRM_LeadList shows some of the new categories we added to CRM_EditLead. For example, several hundred leads are from one source, and while we are able to get that source to appear in the CRM_EditLead screen, we cannot get that to appear in the CRM_LeadList (we can add the field but the field is not populated by the same value as in CRM_EditLead). We need this so sales reprensentatives can quickly see when they first click on the Lead tab where each lead came from.

I am aware of the "lead source" category that is in the CRM_LeadList screen, but we need the field to be populated with what we added in the CRM_LeadList screen (we're uploading hundreds of leads at a time and we added the source category during the upload process). Thank you.

New fields not showing up in uploaded data

Dan_AA — Thu, 29 Dec 2011 19:58:34 GMT

we cannot find the new fields that we add. Any advice on how I can see these new fields in the Leads screen?; We are in the process of uploading data from our leads. We have had to create additional fields (i.e. a field for “title”). While we are able to successfully upload our data so that it appears in the Leads screen

How to create customer portal for individual customer?

Dan_AA — Fri, 23 Dec 2011 17:05:55 GMT