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CRM Training: Import Utility
August 29, 2017 @ 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.