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I am trying to import an excel file but the program insists that I pick a contact folder from Outlook. Even after doing this, it will not permit me to even attempt an import.
This makes beta testing almost impossible, unless I want to manually add hundreds of contacts.
Help!
Thanks
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Are the action items in the left menu obvious? Do you use them? How can they be improved?
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What do you like or dislike about:
- adding Contacts?
- the details you can store for Contacts?
- the ability to copy information from one Contact to another?
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What do you think of the way company and other social relationships work in SalesWorks?
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Is the Task List useful and comprehensive enough? Do you consider the Task List page a main work area?
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