Loading Events

« All Events

CRM Training: Import Utility

August 29 @ 3:00 pm - 4:00 pm CST

In this course, we will cover the following OnContact CRM Import Utility features:

Location of the Import Utility

  • Setup > Miscellaneous > Import
  • Adding Setup Group to Users

Running the Import

  • Supported File Types
  • Using Supplied Import Templates
  • Choosing a File, Destination and Previewing the Data
  • Mapping Columns and Related Tables
  • Running the Import
  • Reviewing the Imported Data

OnContact customers are encouraged to register for this free Online User Training Course. This free webinar will run about 45 minutes, followed by a 15 minute Q&A session. Please note this CRM overview is designed to complement standard End User Training, not replace it.

Free and open to all current OnContact customers.

Details

Date:
August 29
Time:
3:00 pm - 4:00 pm
Event Categories:
,