Lead

By default, the required fields for creating a lead record are:

Field caption in the user interface	Field code in the database
Company Name	lead_companyname
Last Name	lead_personlastname
First Name	lead_personfirstname
Description	lead_description
Assigned to	lead_assigneduserid
Email	lead_personemail

In row 1 of the data upload file, enter the captions of the required Sage CRM fields and any optional fields you want to populate with values.

If you want to assign all lead records to one user, omit the Assigned to column in the data upload file: you can select that user later when specifying your data upload settings. For more information, see Settings for leads.
If you want to assign lead records to different Sage CRM users, add the following two columns to the file:
- Assign to. Specify the logon ID or email address of the Sage CRM user to whom you want to assign the lead record.
- Team. Enter the name of the primary team to which the user belongs, as it appears in the Sage CRM user interface.

Then, enter the lead records to be uploaded. Each row must contain one lead record only. Each lead record (row in the file) must include one company and one person.