Editing Importing Leads
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<br>1. Go to '''Utilities''' > '''Utilities''' > '''Export Data''' and click '''Run It''' | <br>1. Go to '''Utilities''' > '''Utilities''' > '''Export Data''' and click '''Run It''' | ||
<br>2. In the Export Window, select '''Sales''' | <br>2. In the Export Window, select '''Sales''' | ||
− | <br>3. Move the following fields from the source field side to the destination field side: '''UID''' and ''' | + | <br>3. Move the following fields from the source field side to the destination field side: '''UID''' and '''Name''' |
<br>4. In '''Output Directory''' field, select your desktop | <br>4. In '''Output Directory''' field, select your desktop | ||
<br>5. In the '''Output Filename''', enter '''Leads.csv''' | <br>5. In the '''Output Filename''', enter '''Leads.csv''' | ||
<br>6. Click '''start'''. | <br>6. Click '''start'''. | ||
− | <br>7. When completed, go to your desktop and open the file. | + | <br>7. When completed, go to your desktop and open the file. |
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