Importing a Spreadsheet Problem
I'm currently trying to import a spreadsheet that includes our leads' organization name, contact person name, contact person job title, and contact person email address columns to make a bulk import. However, I've run into a few issues and was hoping to ask for some advice from this wonderful community.
My problem is that when I import the spreadsheet, it's not opening new leads, but instead, it's opening new "deals." I'm wondering if there's a way to open new leads with bulk import instead.
Another issue I'm having is that even if my imported spreadsheet includes the job title of the contact person, I can't seem to add it as a data field.
If anyone has any thoughts or suggestions on how to solve these issues, I would really appreciate your help. Thank you so much!