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stefano riviello
Good evening, I have a new problem I tried to load the lead from excel file, before converting them have converted files cvs.
The problem is that I do not automatically assign a name to each lead loading them; another thing, to be written as the data in the image or in a different way, because if I write them on the same columns and rows them to me by all as the sole lead. someone explain me how to write in excel pleasure to be able to load even 50 lead simultaneously? Thank you in advance
Load leads to excel file
Good evening, I have a new problem I tried to load the lead from excel file, before converting them have converted files cvs.
The problem is that I do not automatically assign a name to each lead loading them; another thing, to be written as the data in the image or in a different way, because if I write them on the same columns and rows them to me by all as the sole lead. someone explain me how to write in excel pleasure to be able to load even 50 lead simultaneously? Thank you in advance
The first row i.e Name, Surname, Email, Number, these name should be the field API Name of the Lead object.
Below is the example for Contact object.
The yello color column is the API Name of the field of the Contact object.
Save the excel sheet in .csv file and upload the file before finishing, map all the field which you are updating.
Hope this helps you.
Regards,
Sundhar.