marketerone
marketerone 29 Jul 2020
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Importing your data into Freshsales

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In Sales

Importing is simple and easy, and takes just a few clicks. In this video, we’ll discuss how to import your leads, contacts, deals, and accounts.

00:23 Preparing your .CSV file
01:40 Importing your file
03:52 Mapping the fields
04:14 Import history
05:13 Reasons for failure

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Up next

Export Data from QuickBooks Online into Microsoft Excel with Dancing Numbers Online
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