With Microsoft CRM software, you dont need to re-enter data that you have stored in other applications such as a set of MS Excel spreadsheets or MS Word docs or even stored in MS Office Outlook emails. There are different ways of importing this data directly into your Microsoft CRM database, thereby saving you a great deal of time and energy.
One feature is the Bulk Import Wizard. This wizard imports your contacts, leads, accounts, marketing groups, and campaign responses data. Its an integral part of Microsoft CRM software and can be used on a routine, even daily, basis by someone in sales or marketing. Whichever user imports the data owns it.
This wizard is very useful for importing lists of leads that you have bought or gathered together through emails and telephone calls. You have to store the data in a CSV file or a .TXT file. The wizard can import the data into the Contact, Account, Campaign Response, and/or Lead areas of Microsoft CRM. You can also import any customized attributes to these areas. Accounts, leads, and contacts can be directly imported into a marketing group. One of the most common utilizations of the Bulk Import Wizard is to import data into...
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