Importing Leads into CRM using the Dataversifier

Learn how to import leads into CRM using the Dataversifier app. The app allows you to easily import data from a spreadsheet into the backend of your CRM system. First, you import the data into a list in CRM by exporting a template and filling it with your data. Then, you create a job in the Dataversifier app to categorize the data and import it into the system. You can choose to match the leads with existing contacts and leads based on criteria such as account name and zip code. Finally, you can assign the imported leads to marketing lists for targeted communication. The process is simple and efficient, saving you time and ensuring accurate data import.

Article 19m CRM Software Blog | Dynamics 365

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