Importing Data Features and Functions

• Users can import data from ACT!, MS-Outlook, and other popular contact managers


• Users can import data from any data in a comma separated values (CSV) format, such as Palm devices, Excel, or GoldMine


• The import process can automatically create sales lead records


• The import process will automatically create account (company) records for each new account name in the import file


• The import process can import data into custom fields


• Import templates or profiles can be defined and saved for future use


• Import wizards simplify the creation of import templates or profiles


• The import process will automatically create separate contact (people) records for each new contact name in the import file


• Imported contact records are automatically associated or linked to the appropriate account records


• If the account or contact record already exists in the CRM database, the import process can automatically add or update the data in these records


• Imported sales leads records are automatically linked to the appropriate campaign records


• Lead status data (responded, no response, etc.) can be imported to a sales lead record


• Amounts can be imported in different currencies