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.
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.
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