Reviewing Import Selections

Use this view to review your selections before you import leads to Infor CRM.

To select

1. When importing leads, after selecting group import actions, click Next.
2. Review the following:
   • Lead List File - The file containing the leads to be imported.
   • Default Owner - The owner of all imported leads.
   • Default Leads Source - The lead source assigned to all imported leads.
   • Add to Lead Group - Whether or not all imported leads will be added to a group.
   • Group name - All imported leads will be added to this group.
   • Check For Duplicates - Indicates whether the import will include a search for duplicate records in Infor CRM.
   • Group Actions - A list of the import actions to be performed for the imported leads.
3. Click Submit to process the request.

Related Topics

Leads Overview