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May 12, 2020 at 01:00 PM

Edit Template for mass upload using Excel Add-in

557 Views Last edit May 18, 2020 at 03:56 PM 2 rev

Dear Experts,

I'm using Add-In for Microsoft Excel® (downloaded from C4C tenant) to mass upload Leads, and I find it very useful and simple.

Do you know if there is a way/procedure to add the KUT fields I created (on Leads using adaptation) to the template? (I downloaded the template by clicking "Import from Microsoft Excel" in the Leads workcenter.)

It would be very useful to be able to update even those fields with the same procedure!

Thank you in advance,

Regards,

Valentina