Duplicated leads RRS feed

  • Question

  • Hi

    I have excel files with leads. I would like to import the records to the CRM.

    the question is how can I import the records and tell the CRM to check if the leads exists just to update a certain field? the purpose is to know if one of our customers is in the leads

    other thought with the same issue is to import all records let the CRM import also duplicated records but how can I create a view or workflow to update all the duplicated records and then delete them

    thanks, ilan

    Thursday, April 7, 2016 10:16 AM