Selecting a File to Import

Use this view to select the file that contains the leads to be imported.

Use the Import Leads view to import lead lists into Infor CRM. You must import leads only from a comma-separated-values (CSV) list. Valid file types include Microsoft Excel, .txt files, and other database file types, but files must be saved as a CSV file.

Note: The text files must be either ANSI or ASCII delimited text files.

To select a file:

  1. Open the Import Leads wizard.
  2. In the Select a file containing Leads information to start field, click Choose File and browse to the location to be imported, and click Open.
    The file appears in the Current Lead List File field.
  3. Click (Find) in the Default Owner field to select the person or team who owns the imported leads.
  4. Click the Default Lead Source (Find) button and use the lookup to select how the imported leads are generated.
  5. To add the leads to an ad hoc group, select Add Imported Leads to ad hoc group check box and do one of the following:
    • To add the imported leads to a new group, select Create a new ad hoc group and specify group name in the field.
    • To add leads to an existing group, select Add Leads to this existing ad hoc group, then select a group from the list.
  6. Click Next to go to the next step.
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