Do you need to import your leads, prospects and/or customers contact information into GoldMine from excel or some other file format?
In this training session we will go over the steps involved with importing contact information into GoldMine using the Import Contact Records Wizard
We will cover the following:
- Formatting your data/import file
- Saving your data/import file in the right file format
- Using the import wizard
- Mapping Your Import Files Data Columns to GoldMine Fields
- Setting Default Values for Specific Fields
- Reviewing the Import Profile Options
- Steps to Take After the Import is Finished
DATE: TUES – OCTOBER 14th 2014
TIME: 2:00 PM – 3:00 PM EST.
COST: $50.00 / Attendee
