Welcome to Good Training Sign in | Become a member - FREE!
 

Contact Wizard

Last post 01-12-2009, 4:07 PM by Dale Richter. 0 replies.
Sort Posts:
  •  01-12-2009, 4:07 PM 1662

    Contact Wizard

    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

View as RSS news feed in XML