Import multiple contact/companies to uta objects
Revision as of 13:19, 19 June 2014 by Ciaran Donnelly (talk | contribs) (Created page with "The main Settings page includes sections specific to level one, two and three records. Each of these sections includes options for importing contac...")
Revision as of 13:19, 19 June 2014 by Ciaran Donnelly (talk | contribs) (Created page with "The main Settings page includes sections specific to level one, two and three records. Each of these sections includes options for importing contac...")
The main Settings page includes sections specific to level one, two and three records. Each of these sections includes options for importing contact and company records using an import wizard.
- Import Organizations - Associate existing organizations in your system with existing Level 1 objects.* Import Contacts - Associate existing contacts in your system with existing Level 1 objects.