Sales Leads import export

This feature allows for exporting and importing of sales leads.

It can be used to import new leads or update existing leads.

Sales leads import export function is disabled by default.

Enable via Form security

This will give you the template layout as well as the data

To add a new Sales, leave the Lead number blank and enter the DebtorCode

These fields will auto populate if you don't fill them in

Field	Default setting	Can set to
Contact Person	default contact person of setup	N/A
Lead Status	In Progress	N/A
Sale Rep	default to the prospect or customer setup. If none, leave blank	Sales Rep code
Rating	Cold	Cold, Warm or Hot
Probability	0%	10, 20, 30 etc
Stage	First one on the list - Stage0	Stage codes
Est Close Date	7 days from Imported date	N/A
Follow up date	same as Est close date	N/A
Customer Type	New	New or Existing
Division	Default to customer setup	Division Code
Region	Default to customer setup	Region Code