Hi,
I would like instructions on how to do the following this in excel and upload to C4C. Please include links whenever you can instead of mentioning the title of a page I need to go to, I often can't find those pages on my own. Also, please let me know whether I need to be in Administrator or not. Thanks!
- Mass uploading Accounts from Excel
- Mass uploading Contacts from Excel
- We also need to know how to either a) assign a contact as also a lead or b) either mass upload leads or select a large group of contacts at once and label as leads. I prefer option B so I don’t have to individually label each contact as a lead like in option A