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importing Tasks associated with leads or customers
Originally when NS was brand new to us we started entering customer / lead information manually due to the fact that the companys data over the last 10 years has gotten trashed. (names in phone number fields, addresses in name fields, notes in phone fields..etc)
we have about 10,000 customers yet to enter still (roughly...) and we have gathered and scrubbed our data so it's ready to be imported.
We need to assign a reminder to each of these customers / leads so that they are contacted in a timely manner. Simply importing these customers will lead to them getting lost in the system with nobody contacting them.
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