Is there really no VI option to import prospective customers into Sage CRM?
We have a large list of potential customers and contacts for which we would like to use Sage CRM but the data entry is an enormous task.
Are they setup in Sage 100? In CRM go to Administration and then Data Management and then Data Upload. And as always work with your reseller, they could have told you this.
You may import companies, people, and leads into Sage CRM, through the data upload features as Big Louie mentioned. You just need to ensure that you have the required fields populated on the spreadsheet. One of the benefits is that you can also create a group on this import and manipulate this specific data later.
*Community Hub is the new name for Sage City