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CRM Fundamentals for Project Management

bookImporting Leads into Salesforce

EcoMarket Deliveries has decided to outsource lead generation to a third party. This third party has gathered data on thousands of retirement centers across the U.S. and delivered it as a spreadsheet. Now, our task is to import this data into Salesforce effectively, ensuring all relevant information is properly mapped.

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When preparing a spreadsheet for importing leads, why might you need to change "$1,000,000" to "1000000"?

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Section 1. Chapter 9

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bookImporting Leads into Salesforce

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EcoMarket Deliveries has decided to outsource lead generation to a third party. This third party has gathered data on thousands of retirement centers across the U.S. and delivered it as a spreadsheet. Now, our task is to import this data into Salesforce effectively, ensuring all relevant information is properly mapped.

question mark

When preparing a spreadsheet for importing leads, why might you need to change "$1,000,000" to "1000000"?

Select the correct answer

Everything was clear?

How can we improve it?

Thanks for your feedback!

Section 1. Chapter 9
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