Editing Importing Leads
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Latest revision | Your text | ||
Line 71: | Line 71: | ||
<br>1. Open an Excel file | <br>1. Open an Excel file | ||
<br>2. Prepare the column headers as shown in the below screenshot | <br>2. Prepare the column headers as shown in the below screenshot | ||
− | <br> - Column A - CustUID - this is the lead/customer records UID the contact is linked to | + | <br> - Column A - CustUID - this is the lead/customer records UID the contact is linked to |
<br> - Column B - Name - this is the contact name | <br> - Column B - Name - this is the contact name | ||
<br> - Column C - Title - enter title if needed | <br> - Column C - Title - enter title if needed |