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Bulk adding a lead to existing accounts

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Posted on by DanB27

Is it possible to bulk load leads into existing accounts rather than doing it individually.

Example - I have a new product available for all my 500 accounts. I want to create a lead to all my accounts to discuss the new product. I cant seem to bulk load an activity (phone call) so find this being my only option. I don't want to waste time going through all my accounts and adding a new lead every time.

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PS10 8 on at

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Hi DanB27,

If i understand it right.

Do you have a lookup field on Lead that associates it with the account? if so then you can export the lead template with account field as one of the column fill in the required data and after import leads will be attached to those accounts.

I bulk upload phonecalls same way since it has a regarding field(lookup) for a lead/Contact/Organisation and on Lead/Contact/Organisation we have a subgrid to display all these activties.

Try 1 as an example and work on the rest.

Thanks,

PS

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DanB27 10 on at

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Thanks PS,

I am new to Dynamics, would you mind sending some screenshots of how you do this?

My ultimate goal is to set up a lead to an existing account with a phone call attached.

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prt33k 6,907 on at

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Download the template as below :

Select the view and add column you want to fill in

Once downloaded, fill in the value in excel. For lookup, just give the name of account.

Go to the import from excel button and upload the file

Click on Track Progress to see the procees – it goes from submitted to parsing to transformation and then importing.

The error if any will also appear in failure tab once u open the import job.

Now you can use the same process to create phonecall and link them to leads

Thanks,

Prateek

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