Simple Sales Tracking Blog

Import directly into Accounts and Opportunities

Until now, importing your data into Simple Sales Tracking has been limited to Contacts and Leads. 

If you had wanted those Leads to be Opportunities or Accounts, you would have had to Covert the manually.

You’ll notice now, on Step 2 of the Lead import, at the bottom of the page, a new drop down list which asks you to choose at which stage you want to import the data. By default, this is still Leads. Optionally, change this to either Opportunities or Accounts to import directly to this stage.

Keep in mind that First Name, Last Name, Job Title and Company are fields that only exist in Leads.  After the Lead stage, that information gets seperated out as a Contact.

Filed under: How To's, New Features, , , , ,

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About

Simple Sales Tracking is web-based sales CRM software for the tracking, analysis and forecasting of individual and team sales pipeline and contacts.

Built with simplicity at its core, focus is kept on key sales tasks, while eliminating unnecessary ones, helping to ensure buy-in of the entire sales team.
Go to SimpleSalesTracking.com

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