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Thread: Connect Account to Correspond Contacts and Leeds

  1. #1
    lijunxiong is offline Member
    Join Date
    Jun 2009
    Location
    London
    Posts
    18

    Default Connect Account to Correspond Contacts and Leeds

    Dear all,

    I'm a Sugar beginner, we were doing CRM on spread sheet in the past and recently decided to go for Sugar.

    I imported several account information to Sugar and then import correspond leas and contacts' names and phone number from the spreadsheet to Sugar. However, I can just see individual name is connected to related account in the contact module which is good, the problem is I can't see any people's information in account module: when i go to account module click individual company name, the system only gives me company name, and there's nothing in the sub panel of leads, contacts, etc. It should have some names which are already imported to the leads and contacts.

    Anyone has idea how to resolve this issue? Thanks for your time!!

    Regards,
    Junxiong

  2. #2
    lijunxiong is offline Member
    Join Date
    Jun 2009
    Location
    London
    Posts
    18

    Default Re: Connect Account to Correspond Contacts and Leeds

    Sorry the title should be ''leads'' not ''leeds''

    I can manually click the ''contact'' sub panel in the Account module to select the related contacts and leads. But we have over 10k leads and contacts and hundreds of accounts.... if it just manually select them can be a terrible process...

    Thanks for any reply in advance.

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