Hello everyone!
I have an excel file containing around 300 leads from a trade show. I'm certain about a third of them are existing customers in the CRM already, but I would like to import the leads into the CRM with no duplicates.
What would the best practice be for this? I've mass imported leads/opps/contacts into CRM before, but they have all been new customers. Ideally, I would like to forgo the user having to manually utilize the "Existing Contact" and "Existing Account" fields in the Process flow bar.
I was hoping the Existing Contact/Account fields would be present on the Import template, but this doesn't seem to be the case.
Currently using 2016 On-Prem
