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Good Practices for CRM

This blog focuses on best practices for ultimate CRM success!

Best Practices for SalesLogix Imports

Clean data before you import is key.

Welcome back to another week of work! 

Recently Dale Richter, the man behind our training workshops, wrote an article about importing data into SalesLogix.  The article, "Preparing a Spreadsheet for Import", offers advice for a better import such as: unique identifiers, column formatting, and unique sources.  Try these helpful hints the next time you import Leads or Contacts/Accounts.

-Brianna

 

Published Monday, April 27, 2009 11:39 AM by Brianna Tinjum

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About Brianna Tinjum

I am happy to say I love my job! Everyday there is a new challenge and something new to learn, it keeps things interesting. I was very happy when we started Good Training because it gave me an opportunity to help people and share knowledge. Outside of the office I enjoy being active. When weather permits you may catch me riding my bike around the lakes of Minneapolis or hiking in Northern Minnesota. In the winter I get out snowboarding as much as possible and I always try to take a trip to the mountains. I made it out to Bridger Bowl in Bozeman, MT at the end of February 2008 and it was a fantastic time! Year round I participate in dance and yoga classes to mix things up. I love watching movies and you could say I may have seen too many. :) I also have a passion for reading - if I find a good book it can consume all of my free time.