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iownrocknroll
Contacts to Accounts
I have a large list of contacts (around 2,000) that have oppertunities/activity history associated with them. I would like to migrate these contacts to either Leads and then convert them to accounts or migrate them directly to accounts. I am not sure how to do this. I thought about running reports to export the contacts and import as leads, but I lose the data that is associated with them such as the history, cases, oppertunies.
Any thoughts? thanks, Jon
I am just learning this myself and many clues look like they are in this PDF.
http://www.salesforce.com/community/assets/docs/how_to_load_data_into_salesforce.PDF
Let us know how things work out.
Thanks,
Shaun