Is there a way to bulk-load notes to organisation records?
I've recently imported a few thousand business records. I want to include a note with each to state the data sources, so that sales reps can understand this when they go to contact the prospect.
Is there a way to do this, or does it have to be another custom field? It's preferable to be able to add this as a note against the organisation record.
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Answers
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Use Org ID to upload a note during a CSV import.
If the list of sources is short and properly formatted, a single-option custom field will be preferred.
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