8 Replies Latest reply on Aug 23, 2017 7:12 AM by Itay Billet

    Import Notes to Existing Leads

    Itay Billet

      Hi All, we run into a challenge that we import leads (via list) that might have some notes that we would like to include. Some of the leads might have already existing in our DB, and also include some notes in the same field.

      We would like to know how can we add the new notes to the fields, in addition to the existing notes, so we will be able to see both "new" and "old" .The field type is "Text", so I wasn't sure if concatenation is possible.

       

      Thanks!

       

      Itay