Search results by user ID 6047

Re: How do I import Titles to Customer Leads?

Matthew W — Wed, 07 Aug 2013 15:33:42 GMT

And the reason I am asking is that I see on some pages a Title field but it does not appear to be accessible during import.

Re: How do I import Titles to Customer Leads?

Matthew W — Wed, 07 Aug 2013 15:23:34 GMT

Maybe I am missing something here. Are you suggesting we put a job title in the honorific or salutation field? Where then do we put the honorific or saluation?

Consider the following contact:

Dr. Suzie Smith

President/CEO

Successful Corporation

123 Success Blvd

Big City, BC

Where do you put Dr. and where do you put President/CEO?

Re: How do I import Titles to Customer Leads?

Matthew W — Wed, 07 Aug 2013 15:13:00 GMT

Yes, but I am talking about Title as in President or Project Manager, etc., not the honoric or salutation.

How do I import Titles to Customer Leads?

Matthew W — Tue, 06 Aug 2013 23:40:57 GMT

I have table with Title, yet never get the option to associate it with the Title field. How do I do this?

Thanks!

Need a simple high-level step-by-step checklist to add a field to Lead, Contact, and Customer

Matthew W — Tue, 23 Jul 2013 14:33:34 GMT

I have existing database of thousands of leads, with a number of custom fields, to import. As most of my leads are individuals (only one contact per lead), I want these custom fields on the Lead page in addition to the contact pages. They also need to be retained when the lead becomes a customer.

Example fields:

Skype Address (50 character text field)
G+ Address (255 character text field)
LinkedIn Industry (ideally a pick list, else a 50 character text field)
LinkedIn Location (ideally a pick list, else a 50 character text field)
LinkIn Connection (Yes, No)
Type of Lead (ideally a pick list such as Sales, Recruiter, Executive, Manager, Staff)

So, what tables and screens to I need to update? While I may have missed it, I could not find a step-by-step instruction or checklist to explain how to add a field.