Leads Inbox Suggestion: Use Contacts as the hub for leads import

Josh Rugg
Josh Rugg Member Posts: 8
First Comment
edited July 4 in Sales CRM #1

In looking at ways to efficiently load in spreadsheets for leads management and ways to mass assign, and add needed information, it seams like the best approach is to do it through contacts. Currently that is the only place that has a bulk editing feature, and it allows for many more fields than does the leads inbox. 

 

Example: 

https://www.loom.com/share/a132ba0a744642c181615d43366eca36
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Comments

  • Mike van der Valk
    Mike van der Valk Product Manager Posts: 3,169
    2500 Comments Fourth Anniversary 100 Likes 5 Answers
    PRODUCT MANAGER
    edited April 2022 #2

    Thanks @Josh Rugg we've also started works to make all fields available in the Leads inbox. Importing from a spreadsheet to the leads inbox works already so when the fields are added there we should be all good on that front right? Or am I missing something?

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