How to use the CSV Leads / Accounts Update feature?

Darin Dixon
Darin Dixon's picture
Joined: 04/03/2008
Points: 0
User offline. Last seen 25 weeks 5 days ago.

1. Click on the Admin tab
2. Click on the CSV Leads or Accounts Update link under Tools
3. Browse for you file then click Upload
4. Click the Continue button
5. Select the fields you want to use to match the leads/accounts together
6. Then map the fields that you want updated