Import tasks - linked lead

Hi!

How can I import tasks linked to a lead?

Kindly,

Rasmus

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4 comments
  • Hi Rasmus:

    This isn't an option but this is a great idea. I'm going to move it over to Ideas & Suggestions for other user to vote and comment on too.

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  • Has this happened yet?

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  • Hello Durham,

    Thanks for the follow-up!

    At this time this is currently not available. I see my colleague responded to you in a ticket that was submitted. The ticket # is 197496. Please take a look at his response and if you have questions just reply back to the ticket.

    Thanks for the understanding!

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  • We have just switched from Contacts to Leads but were VERY disappointed that we could not import tasks for Leads (like we used to ALL the time for Contacts). Why not???

     

    So now our workflow is:

    1. import new contacts (rather than leads)
    2. import tasks for the contacts (there is usualy 2 x completed and 1 x schedule in progress task)
    3. MANUALLY convert each contact into a lead (including manually editing Source, Industry, User responsible for each one!!!)
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