Tips for Importing Your Organization's Data
Administrators and users with the “Modify All Data” permission can import your organization’s existing contacts and business accounts from common contact manager applications such as Outlook®, ACT!®, and
GoldMine®.
In this tip sheet you will learn about the following:
Download Importing Your Organization's Data
Administrators and users with the “Modify All Data” permission can import your organization’s existing contacts and business accounts from common contact manager applications such as Outlook®, ACT!®, and
GoldMine®.
In this tip sheet you will learn about the following:
- Preparing Your Import File
- Avoiding Duplicate Contacts and Accounts
- Importing Notes
Download Importing Your Organization's Data
