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Thread: Getting Started...

  1. #1
    mjccast is offline Junior Member
    Join Date
    Oct 2006
    Posts
    1

    Default Getting Started...

    I just started using the Sugar software and need some help on importing. I want to import a list of companies but I am unsure what to import them as. The list of companies are currently leads, have not been contacted, pusued, etc. The data I want to import is the stadard company name, address, phone, contact person, company size, etc. Do I import them as contacts, leads or accounts? I am a little usure of the Surgar workflow. Any help would be appreciated.

    Thanks.

  2. #2
    Angel's Avatar
    Angel is offline Sugar Community Member
    Join Date
    Jul 2005
    Location
    Los Angeles
    Posts
    4,813

    Default Re: Getting Started...

    I would import them as leads. If necessary, you would be able to convert them to a contact with an optional account record afterwards.
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

    ________
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    | CRM SkyDialer (Skype Integration). Latest: 1.0.2 (Feb. 17, 2010)
    | Round Robin Leads Assignment
    | Phone Number Formatter
    | CaseTwit (Twitter Integration)
    ______________________________________________

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