We have an issue with duplicates in SF.com, primarily with leads & contacts. For those of you that purchase big lists and mail to them (in which case some of the names you purchase MAY already be in SF.com as leads or contacts), how do you go about getting that information into SF.com without creating tons of duplicates?
Does anyone else have an issue with the way the Leads module is set up?
Let me start by saying that i am not a developer, but i'm trying to help our team figure out something. Basically, we'd like to roll out Price Books to our sales team, but we want to be able to export the product/price sheet into something like Excel or Word so that our reps can use the information in a proposal, RFP, etc. Does anyone have suggestions on how to do this, or who we could hire to provide this type of functionality?
Let me start by saying that i am not a developer, but i'm trying to help our team figure out something. Basically, we'd like to roll out Price Books to our sales team, but we want to be able to export the product/price sheet into something like Excel or Word so that our reps can use the information in a proposal, RFP, etc. Does anyone have suggestions on how to do this, or who we could hire to provide this type of functionality?
