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HubSpot Certified Trainer | HubSpot Elite Partner |Marketing Automation| Salesforce | Marketo | Digital Marketing | Web Development |Web Designing
Bay Minette
Lead Generation,Data Analysis,Data Visualization,Dashboard,LinkedIn Leads,Market Research,MS Excel,Google sheets,Web Research,CRM/CMS,Google Ads,PPC
Bay Minette
#1 Zoho Consultant | Zoho one | Zoho CRM | Zoho CRMPlus | Zoho People | Zoho Recruit |Salesforce Sales Cloud
Gurgaon
60873240653392447146549017504764893596661725030926176127483117982411750555
Description
Experience Level: Intermediate
I am the volunteer administrator for a charity which primarily uses salesforce for fundraising. Recently, we have decided to re-organise our salesforce database. We want to move all the data in accounts to leads by exporting it to excel and then importing them as leads.
some of the accounts contain important contacts, however some do not. The problem we are having is that when I run an export of accounts and contacts, accounts without a contact are not included.
- we need an export of all accounts into excel, both those with an associated contact and those without.
- the export must include the following fields: contact first name, contact last name, contact title, phone, fax, email, account name, account description, employees, company email, type, sector, Activity, amount of funding, company email, credit, focus, local or national, project, target country, target sector, turnover, shipping street, shipping province and post code.
some of the accounts contain important contacts, however some do not. The problem we are having is that when I run an export of accounts and contacts, accounts without a contact are not included.
- we need an export of all accounts into excel, both those with an associated contact and those without.
- the export must include the following fields: contact first name, contact last name, contact title, phone, fax, email, account name, account description, employees, company email, type, sector, Activity, amount of funding, company email, credit, focus, local or national, project, target country, target sector, turnover, shipping street, shipping province and post code.
Nias N.
100% (31)Projects Completed
39
Freelancers worked with
23
Projects awarded
22%
Last project
1 Mar 2024
United Kingdom
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