Options tab

The tab displays import options which are set:

Default Account Manager

The person assigned as the account manager for the imported records if an account manager can be determined.

Note: This value is defaulted.

Default Owner

The person or team assigned as the owner if an owner can be determined.

Note: This value is defaulted.

Check For Duplicates

Select this check box, the potential duplicate records are imported. The records are listed as potential duplicates in the Import history record Statistics tab.

Allow Insert

Selected by default.

Process As Leads

Select this check box the records that are in the list are imported as only leads, and not contacts. Any associated account created as part of the import is identified as an unqualified account.

Log Detail

Select this check box to view the additional log details. The log details of the import are available on the Import History record LOG tab.