HELP ME PLEASE on Assiging Lead Status?????

[Potratz]

I am trying to import a list of contacts from excel and I want to make all of
these names import as leads. How do I make the contacts come in and be
classified as leads? I did make a column in excel and named all contacts
leads in this column and then mapped the lead column from excel to the lead
map for BCM but it did not correct my attempt to keep the import into a lead
status.

 

[Jerry Blake (MSFT)]

To import contacts as leads you need to include a column in your csv file
called "Lead" and set a vaule for each contact to "True" for lead or "False"
for contact.


--

 

[Potratz]

I am really lost now??? I went to my excel/csv file and I do have a column
titled Lead and in each row for each contact name I have entered =Lead and
when I import there is still no status of lead just active. Please
help???????

To import contacts as leads you need to include a column in your csv file
called "Lead" and set a vaule for each contact to "True" for lead or "False"
for contact.


--
--
Jerry Blake [MSFT]
Visit team blog at http://blogs.msdn.com/bcm

This posting is provided "AS IS" with no warranties, and confers no rights

I am trying to import a list of contacts from excel and I want to make all of
these names import as leads. How do I make the contacts come in and be
classified as leads? I did make a column in excel and named all contacts
leads in this column and then mapped the lead column from excel to the lead
map for BCM but it did not correct my attempt to keep the import into a lead
status.

 

[Mukesh Agarwal [MSFT]]

Try value "True" or "False"

--
Mukesh Agarwal [MSFT]
Visit team blog at http://blogs.msdn.com/bcm

This posting is provided "AS IS" with no warranties, and confers no rights

I am really lost now??? I went to my excel/csv file and I do have a column
titled Lead and in each row for each contact name I have entered =Lead and
when I import there is still no status of lead just active. Please
help???????

To import contacts as leads you need to include a column in your csv file
called "Lead" and set a vaule for each contact to "True" for lead or
"False"
for contact.


--
--
Jerry Blake [MSFT]
Visit team blog at http://blogs.msdn.com/bcm

This posting is provided "AS IS" with no warranties, and confers no
rights

I am trying to import a list of contacts from excel and I want to make
all of
these names import as leads. How do I make the contacts come in and be
classified as leads? I did make a column in excel and named all
contacts
leads in this column and then mapped the lead column from excel to the
lead
map for BCM but it did not correct my attempt to keep the import into a
lead
status.

 

[Burcu Kinay [MSFT]]

I am guessing, you are using BCM 2007. (If you're using 2003, it will be
different.)
Example:
First Name Last Name ... Lead
Joe Smith TRUE
Jack Smith FALSE
Joe Smith's lead status should be checked in bcm after you import, and Jack
Smith's will be unchecked

--
This posting is provided "AS IS" with no warranties, and confers no rights.

Try value "True" or "False"

--
Mukesh Agarwal [MSFT]
Visit team blog at http://blogs.msdn.com/bcm

This posting is provided "AS IS" with no warranties, and confers no rights

I am really lost now??? I went to my excel/csv file and I do have a
column
titled Lead and in each row for each contact name I have entered =Lead
and
when I import there is still no status of lead just active. Please
help???????

To import contacts as leads you need to include a column in your csv
file
called "Lead" and set a vaule for each contact to "True" for lead or
"False"
for contact.


--
--
Jerry Blake [MSFT]
Visit team blog at http://blogs.msdn.com/bcm

This posting is provided "AS IS" with no warranties, and confers no
rights



:

I am trying to import a list of contacts from excel and I want to make
all of
these names import as leads. How do I make the contacts come in and
be
classified as leads? I did make a column in excel and named all
contacts
leads in this column and then mapped the lead column from excel to the
lead
map for BCM but it did not correct my attempt to keep the import into
a lead
status.