01-20-2016 09:17 AM
I am a new user of Premium Trial evaluting functionality for an office recommendation.
Question 1. How do I delete my initial attempt to import a csv file? I found a blog with the last step simply stating "delete" the lookup. I don't know how to delete multiple contacts.
Question 2. My initial import only shows contacts. Under companies, there are none. How do I import my file to create both contact records as well as company records?
Question 3. During the import, I want to assign "# of employees" to the company profile. I created this field under the company design, but during import I can't figure out how to assign fields to the company profile. Any ideas?
I appreciate your assistance and advice. Please let me know if I need to clarify any of the above.
01-20-2016 10:44 AM
01-21-2016 05:13 AM - edited 01-21-2016 05:14 AM
To create a company automatically there is a option called company preferences under tools->preferences->Admin tab-> company preferences. Changing the threshold value will help you create a company.
To understand how to link contact and company please look into the article below,
19170 How to Manage Linked Company and Contact Fields