Add notes during CSV contact upload....seeking advice解決
With my initial Excel import of about 800 contacts, I have a notes field with info that I want to bring into HubSpot.
What’s the best way to preserve these notes? Should I create a custom field in properties? Would I then be able to map my Excel notes to this field when importing?
I would only be using this once, to preserve the history, but then I’d rely on the regular notes feed based on my activity.
Thanks for the assistance as this new guy sets things up.