Sage CRM

Hi there, I'm trying to upload company and person data from CSV file and when I selected 'Preview Data Upload', I got this error come up ("The following fields must be mapped to... Company Area Code" - pls see pic below). I have Area Code field…

Hello, We are about to upload about 5-7 thousand leads onto CRM via data upload. Just wanted to ask how will CRM deal with this, won't it start working super slow or etc? Are there any warnings we should be aware of before doing this kind of data…

Hi, I am using the sample company data upload. I would like to expand this to upload fields: comp idgrp, comp sector and comp territory. Is this possible? When I try the upload I get a message that these fields would be neglected. Thanks Ma…