Hello,
I would like to import leads using the import tool and have them automatically associated with an Account, if that Account exists. Right now we have a problem: we collect "leads" at trade shows (not a cookie jar full of business cards, but people that we actually speak to), and want these to be handled as Leads in Sugar.
Does anyone know how to automatically associate a lead to an account? We do not want to go through the manual process of selecting a lead and associating it with an account.
Thanks!


LinkBack URL
About LinkBacks



Reply With Quote
Bookmarks