Reviewing import selections

Use this view to review your selections before you import leads to the application.

To select import actions:

  1. Click Next after selecting group import actions when importing leads.
  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 are added to a group.
    • Group name: All imported leads are added to this group.
    • Check For Duplicates: Indicates whether the import includes a search for duplicate records in the application.
    • 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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