Ability to update lead during import
Release date:
In the Hanna system, you can update the information of leads by e-mail. postal address. The name and e-mail address of the lead must be specified in the import file. email address, the system will update customer information based on this data.
After selecting the import file and mapping the fields to the fields in the system, select the option - Update existing physical contacts if information (email) is duplicated:
If the system does not find a match according to e-mail email address and customer name, then a new lead will be created.
How to import data into the systemread here.