Importing Data

Salesnet CRM features a built-in Import Wizard that allows you to import Leads, Accounts, Contacts, and / or Opportunites into the application. Data from any source can be imported in csv format. You can assign incoming records or distribute them via round robin. Duplicate checking is built in. Submit files for immediate processing or schedule imports in advance. Create, save, and share import definitions for speedier imports.

© Copyright 2001-2014 Salesnet. All rights reserved. Privacy Policy

Salesnet | 6340 Sugarloaf Pkwy Suite 200 Duluth, GA 30097 1-866-SFA-Today | 1-866-732-8632