Hey, I have an issue about leads. I have excel file which I would like to import to my CRM on line.
I would like to know it the lead already exist at the CRM , if it exist then I would like to update a certain field that (call the field X for now it doesn't meter the field right now). my idea is to create new entity with relationship to the LEAD entity
1:n with email mapping of both entities. import all leads to the new entity and then active workflow that will check if the email (which is unique) between the new entity and the old entity.
my solution doesn't work,
and ideas?