Discussions
Assignment of sales rep lead import
I know this used to work fine in 2007, however this is my first attempt doing a csv lead import in 2008.1 and for some reason the system is not automatically assigning a sales rep based on the zip code rules established.
Background...
CSV Lead/Contact import using 1 file, the fields that I want to import are mapped out including any required fields.
Mapped out the Lead, Lead Address and Contact info
BTW I did not include the sales rep column during the import.
Any suggestions?