Saving an Import Template

You can save import information, such as matching fields, default lead owner and default lead source, and use it for future imports.

To save an import template

  1. After defining import map fields, click Save As Import Template.
    The Import Lead Template dialog box opens
  2. In the Description box, type a brief description of the import template, and then click Save As Import TemplateClosed.
    The new import template description is added to the Import Template list on the Import Leads dialog box.

Related Topics

Leads Overview

Importing Leads from a List

 

 

 

What's New in this Release

 

For a list of new features, see the What's New In This Release topic.

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This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.