Account & Settings

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How to associate leads with contacts and companies automatically ?

解決

I am trying to import leads and then associate those leads with my contacts and companies. Also, I noticed that for even conatcts I do not have the option of associating them to companies while importing.

 

Please help.

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robsobers
解決策
投稿者

How to associate leads with contacts and companies automatically ?

解決

I'd recommend turnin this setting on under Sales --> Settings --> Companies:

 

Settings.png

 

Then when you import contacts they'll automatically associate based on their domain name.

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1件の返信
robsobers
解決策
投稿者

How to associate leads with contacts and companies automatically ?

解決

I'd recommend turnin this setting on under Sales --> Settings --> Companies:

 

Settings.png

 

Then when you import contacts they'll automatically associate based on their domain name.

0 いいね!