Get your leads working for you
You can import accumulated sales information about leads from Microsoft Office Excel into a marketing list to efficiently organize and label new contacts. Use the Bulk Import Wizard to transfer text or CSV files with addresses, telephone numbers, and other contact information while ensuring information aligns correctly and leads are labeled as needed. After the import, you can make sure everything migrated as planned.
View this video to learn how to use the Bulk Import feature to import a list of leads into Microsoft Dynamics CRM by specifying records, mapping values, and then checking the outcome.