Answered

Updating Contact Owner

We would like use Import Data from Excel function to update Contact Owners but unfortunately that field is not visible under import data. Anything Insightly can do it for it?

When we set-up Insightly we imported all data from Excel and therefore, one person is shown as Contact owner to all those contacts. We have our realcontact persons in Excel but seems to be that the update should be done manually if following this: https://support.insight.ly/hc/en-us/articles/227877508-How-to-change-a-record-owner.

Alternative would be to establish a new custom field and import data there but it would be nice to be able to mass update the contact owner field as well.

0

Comments

1 comment

Please sign in to leave a comment.