- Select Load a New Call List
- Select the folder
- Find the Report you want to import.
- Click "Import"
- The list details will be shown on the preview page. This allows you to select the sort order, the list type, or preview how many potential records will be imported.
- When you're ready, simply click "Confirm Import"
Loading a Call List | Salesforce.com
This article walks through loading records from Salesforce.com into LaunchQ.
Super Administrator
Posted on June 29th, 2022