HELP ME PLEASE on Assiging Lead Status?????

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Potratz - 29 Mar 2007 19:08 GMT

I am trying to import a list of contacts from excel and I want to make all of
these names import as leads. How do I make the contacts come in and be
classified as leads? I did make a column in excel and named all contacts
leads in this column and then mapped the lead column from excel to the lead
map for BCM but it did not correct my attempt to keep the import into a lead
status.

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Jerry Blake (MSFT) - 30 Mar 2007 01:02 GMT

To import contacts as leads you need to include a column in your csv file
called "Lead" and set a vaule for each contact to "True" for lead or "False"
for contact.

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> I am trying to import a list of contacts from excel and I want to make all of
> these names import as leads. How do I make the contacts come in and be
> classified as leads? I did make a column in excel and named all contacts
> leads in this column and then mapped the lead column from excel to the lead
> map for BCM but it did not correct my attempt to keep the import into a lead
> status.

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Potratz - 30 Mar 2007 04:16 GMT

I am really lost now??? I went to my excel/csv file and I do have a column
titled Lead and in each row for each contact name I have entered =Lead and
when I import there is still no status of lead just active. Please
help???????

> To import contacts as leads you need to include a column in your csv file
> called "Lead" and set a vaule for each contact to "True" for lead or "False"
[quoted text clipped - 6 lines]
> > map for BCM but it did not correct my attempt to keep the import into a lead
> > status.

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Mukesh Agarwal [MSFT] - 30 Mar 2007 04:29 GMT

Try value "True" or "False"

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Mukesh Agarwal [MSFT]
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>I am really lost now??? I went to my excel/csv file and I do have a column
> titled Lead and in each row for each contact name I have entered =Lead and
[quoted text clipped - 16 lines]
>> > lead
>> > status.

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Burcu Kinay [MSFT] - 30 Mar 2007 18:41 GMT

I am guessing, you are using BCM 2007. (If you're using 2003, it will be
different.)
Example:
First Name Last Name ... Lead
Joe Smith TRUE
Jack Smith FALSE
Joe Smith's lead status should be checked in bcm after you import, and Jack
Smith's will be unchecked

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This posting is provided "AS IS" with no warranties, and confers no rights.

> Try value "True" or "False"
>
[quoted text clipped - 22 lines]
>>> > a lead
>>> > status.

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