I have a spreadsheet of contacts our sales staff scanned recently at a conference. They want me to import them into Sugar as Leads not as Contacts. Can I do that?
I know there is a Contact Import Template; is there one for Leads?
Hi Dick Hughes
The concept of a spreadsheet of Contacts doesn't actually means it should be imported as Contacts.
You have to think about how much those people know about you and how much you know about them.
If you both know just a bit, or nothing, about each other so those "Contacts" are just Leads or even Prospects instead.
If you go to
Leads -> Import -> next
you will be able to download a CSV template of Leads to import, so you can open this CSV file into the Excel in order to understand how to configure your spreadsheet of Contacts accordingly.
Retrieving data ...