I have a CSV with the following fields: Contact First Name, Contact Last Name, Contact Email, Company, Opportunity Name, Close Date (there are many more, but this is not relevant to the case).
I make three imports from this file:
1) Accounts (importing Company name only)
2) Contacts (importing First Name, Last Name, Email and linking to Account)
3) Opportunities (importing Name and Close Date, linking to Account and Contact).
Some contacts in the CSV have the first name only. When I import them, they are not linked either to Accounts or to Opportunities. How can I fix that?
I make three imports from this file:
1) Accounts (importing Company name only)
2) Contacts (importing First Name, Last Name, Email and linking to Account)
3) Opportunities (importing Name and Close Date, linking to Account and Contact).
Some contacts in the CSV have the first name only. When I import them, they are not linked either to Accounts or to Opportunities. How can I fix that?
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