AnsweredAssumed Answered

Import as Contacts

Question asked by Amanda Thomas Champion on Apr 21, 2016
Latest reply on Apr 26, 2016 by Amanda Thomas

We're a SaaS based company. We pull a list every 2 weeks of users that were added to customer sites and import them to salesforce, currently as leads. We would like to import these on the contact level in order to attach them to the customer account, and we would like to have a flow step of marking the contact as "Closed Won".  I was informed that importing as a contact will create an account- and then you get duplicates. Does anyone have more information on this? Any workflows/ workarounds for this scenario?