This question was posted during our Leads Webinar today
You had mentioned that there was a “Contact Wizard” of sorts located in the SLX directory…Where is this wizard and is it used in the same manner as the “Leads Wizard”?
If you go to C:/program files/Saleslogix/importwiz.exe
It is a slightly different wizard. But basically you choose your csv file. The one thing that may look different to you is....It will ask you for a contact file....Account file...history file....etc. They are all the same file, so you can just check the box for same file.
If you look at it and have any further questions, you can post them on GoodTraining.com
Thanks
Dale