Hi, I have recently installed 5.5.0 and am about to start importing my contacts. Is there a way to have my contacts' workplaces be imported as account names? Or would I first need to import those workplaces as accounts and then import the contacts separately?
Also, I have lots of different Excel worksheets to import. They are for groups such as Loyalty Club, Front Line, Hotels, etc. Some contacts fall within several groups. I was planning to merge all worksheets into one and assign a lead source to each. Would that be the most efficient way to do this?
Thanks in advance for advice,
Jo


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