How to import sales leads into ACT!
ACT! by Sage is a full Customer Relationship Management (CRM) suite. The following instructions explain how to import Canada sales leads purchased through sales-lead.ca into ACT!
- Open ACT!
- Go to File > Import
- Browse and locate the CSV you purchased. Click Next.
- Select "Contact Records"
- Specify comma separated values, and do not import the first record.
- Specify "Do not use a predefined map file"
- Do the following mapping:
ACT! field sales-lead.ca field Company Company Name Fax Phone Fax Number Address 1 Mailing Address City Mailing City Postal Code Mailing Postal Province Mailing Province Primary Contact Email Contact Primary Contact Name Phone Primary Contact Phone Title Primary Contact Title Web site Website
- Click Next
- Click Finish