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Using Tokens from .XLS file

Question asked by Courtney May on Dec 9, 2014
Latest reply on Dec 9, 2014 by Kenny Elkington
I'm not sure if I am even asking the right question, but I'd like to setup an email and marketing activity that uses the lead information but cross references one of those data fields to information in a .xls document.

I do not want to import all of the data from the document into the individual lead fields.

For example, I am sending out collection notices for some of my leads/contacts. I want to use data (it's extensive amounts) from a .xls sheet specific to multiple leads/contacts and pull that into the email that will run through a marketing campaign.

Does that make sense? I do not use data.com or Salesforce (correctly at the moment). 

 

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