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Newbie: Trying to import a Sales Lead

Tuned Listener
Posts: 4
Country: United States

Newbie: Trying to import a Sales Lead

I apologize if this is a silly question as I am brand new to Act.

1. How should a sales lead (potential customer) be imported?  Is it considered an "Opportunity"?  or is it a Customer with a status of Lead??

2. Where do I find all of the fieldnames in the SDK for importing this data?  I found the ActFramework Contacts, but where are the address fields etc? 

 

Thank you in  advance. 

Aimee

 

Nickel Elite Contributor
Posts: 508
Country: USA

Re: Newbie: Trying to import a Sales Lead

Check out http://www.rbrdatasolutions.com/products.htm#vCard for an option that might help...
Richard Brust
ACT! Certified Consultant
richard@rbrDataSolutions.com
Tuned Listener
Posts: 4
Country: United States

Re: Newbie: Trying to import a Sales Lead

thanks rbrust, but that isn't what I am looking for.
Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Newbie: Trying to import a Sales Lead

Leads are the people you are working with.  Most typically those are contact records to which you can assign a status (or similar) to 'Lead'.

 

An opportunity is a description of the actual services and/or products that you will sell to them.  This would include a list of the product(s), pricing offered, etc.  The contact remains a lead until you close the sale, at which time the contact record should be changed to a status of 'customer'.

 

As far as the the import, I do not know specifics about the SDK, but do keep in mind that the Address information is in a different table - an address table, not in the contact table.

 

Hope that helps.