An extention of current CRM behavior, our new import tool lets you add Leads and Contacts to your CRM as well as to and from certain records in your system. You can now import and add everyone on the list to a Marketing List, remove them from a Marketing List, or create an Event Participation record for them. This fills a gap in the CRM import process where only new records are imported and added into a particular list. It's also especially useful when logging participants who registered in person for a trade show or convention.
Click here to read more
|