Steps to import new contacts:

1. Download this template contact-import.xls
2. Fill in the information needed.
3. Upload the excel file.
4. Review the preview screen for the import results. It will display the incoming contacts and there statuses should you proceed with the import.
   • Statuses: Will be imported, Will be Held, will be skipped.
5. If the import looks correct, then click on proceed. Otherwise, you have the option to click back to reattempt your upload.

If there is data in the status of “Will be held”, you will have the ability to choose “Manage held contacts” to manually assign to partner and locations.

• Click Here salesforce.com_integration