Selecting Import Group Actions

Use this view to specify actions to be performed for the leads you import to Infor CRM. You can add a note, add the record to a campaign, create a response or schedule an activity.

To select:

  1. When importing leads, after managing duplicate records, click Next.
  2. To add a note, next to Add Note, click Define, and complete the import lead note boxes. Select the Active field.
  3. To add a response not associated to a campaign, next to Add Response, click Define, and complete the import response fields. Select the Active field.
  4. To add a campaign target response, next toAdd Campaign Target click Define and select a campaign. Select the Active field.
  5. To schedule a phone call, click Schedule Phone Call and complete the import lead activity fields. Select the Active field.
  6. To schedule a meeting, click Schedule Meeting and complete the import lead activity fields. Select the Active field.
  7. To schedule a to-do, click Schedule To-Do and complete the import lead activity fields. Select the Active field.
  8. Click Next to go to the next step.
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