Importing Leads

Access the Import Leads form.

To import leads:

1. On the Import Leads form, select Import Grid Data from the Tools menu.

2. When the import assistant appears, browse to the existing spreadsheet that contains the leads that you want to import.

3. Define the cell ranges that include the leads that you want to import.

4. Click Preview.

   The data from the spreadsheet appears in the detail area of the form.

5. Review the data, make any necessary changes, and then click Continue.

   The system validates the imported data against the values for each field and displays errors if invalid values exist. Fields that contain invalid values appear highlighted in the detail area.

6. Correct any errors and then click OK.

   The system creates the leads and returns to the Search for Leads form, where you can verify that the leads were added successfully.