Reviewing Import Selections

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

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 SLX.
    • Group Actions - A list of the import actions to be performed for the imported leads.
  3. Click Submit to process the request.
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