HELP ME PLEASE on Assiging Lead Status????? Potratz 3/29/2007 6:08:09 PM 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.

RE: HELP ME PLEASE on Assiging Lead Status????? Jerry Blake (MSFT) 3/30/2007 12:02:02 AM 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 "Potratz" wrote: [Quoted Text] > 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. >

RE: HELP ME PLEASE on Assiging Lead Status????? Potratz 3/30/2007 3:16:00 AM 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??????? "Jerry Blake (MSFT)" wrote: [Quoted Text] > 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 > > > > "Potratz" wrote: > > > 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. > >

Re: HELP ME PLEASE on Assiging Lead Status????? "Mukesh Agarwal [MSFT]" <mukeshag[ at ]online.microsoft.com> 3/30/2007 3:29:20 AM 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 "Potratz" <Potratz[ at ]discussions.microsoft.com> wrote in message news:13E49788-B9C3-483B-B854-C4549AFA9FC5[ at ]microsoft.com... [Quoted Text] >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??????? > > "Jerry Blake (MSFT)" wrote: > >> 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 >> >> >> >> "Potratz" wrote: >> >> > 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. >> >

Re: HELP ME PLEASE on Assiging Lead Status????? "Burcu Kinay [MSFT]" <bkinay[ at ]online.microsoft.com> 3/30/2007 5:41:52 PM 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. "Mukesh Agarwal [MSFT]" <mukeshag[ at ]online.microsoft.com> wrote in message news:O8K6cuncHHA.3644[ at ]TK2MSFTNGP02.phx.gbl... [Quoted Text] > 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 > "Potratz" <Potratz[ at ]discussions.microsoft.com> wrote in message > news:13E49788-B9C3-483B-B854-C4549AFA9FC5[ at ]microsoft.com... >>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??????? >> >> "Jerry Blake (MSFT)" wrote: >> >>> 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 >>> >>> >>> >>> "Potratz" wrote: >>> >>> > 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. >>> > >