locked
Adding Multiple Leads from the same company RRS feed

  • Question

  • I am currently in the process of populating lead information. I have several leads from the same company, how do i enter these lead information? Currently i am thinking of adding all these leads manually and enter the same company name in the New Lead form.

    Quick help would be greatly appreciated.

    Thanks


    Samad
    Friday, April 3, 2009 2:22 PM

Answers

  • Hi,

    I would have imported them using standard import functionality in CRM 4.0.

    Don't bother mapping contact and company to the contact & account entity; I would simply imported company and contact info in the two coresponding text fields in the Leads module. Then you can du that as multiple updates to map account/contact, or just say that you don't do that unless the lead is brought further in the sales process (opportunity)

    Morten
    Friday, April 3, 2009 2:34 PM