Why am I unable to import more than 1500 records?
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On what basis are the duplicate records identified during import?
While importing records, there are options to overwrite, skip and clone the duplicate records. All the duplicate records are identified based on some fields for each type of record. Following are the fields for each type of record: Leads - Email ...
How do I import records and assign it to other users in my organization?
You can import records and assign it to other users in your organization by using two features: Import My Organization's Records - While importing, the import file should have a column that contains the exact email address of the users to whom you ...
How do I import records and assign it to other users in my organization?
You can import records and assign it to other users in your organization by using two features: Import My Organization's Records - While importing, the import file should have a column that contains the exact email address of the users to whom you ...
How do I import Notes, Tasks, Events or Calls and associate it to other records?
You can import Notes, Tasks, Events, and Calls using the Migrate Data from other CRM feature. While importing, you may have to associate the imported notes, tasks, events or calls with other records in CRM. In order to do so, you need to have the ...
How do I import Tasks or Events and associate it to other records?
You can import Tasks, Events and Calls only by using the Migrate Data from other CRM feature. While importing, you may also have to associate the imported tasks, events or calls with other records in CRM and assign them to different users. See ...