Re: Trying to Organize Contacts

Shawna — Tue, 13 Aug 2013 17:05:39 GMT

Thanks so much Ben. Many of the contacts have a company associated with them. If it makes it easier, I could easily assign a company to those that do not for consistency.

I appreciate your time and help with this :)

Trying to Organize Contacts

Shawna — Fri, 09 Aug 2013 18:18:55 GMT

Hello. I am trying to import contacts that are leads. They are individuals and not companies.

1) How do I import and then view a list of contacts with Tags? When I import using the Contacts table I cannot find the list anywhere. When I try to import using Customer Leads then I can't import TagList. How should I best do this?

2) How do I do a massive update through an upload. For example, one file I have includes email addresses and Facebook accounts. Another file may have emails and billing addresses. How can I import one file and then update all of the records using the second file?

Thanks!!

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Re: Trying to Organize Contacts

Trying to Organize Contacts