Hi, since we have different category of accounts. I already created a field for TYPE of ACCOUNT (ex. Potential Account Calgary, Potential Account Edmonton, Current active clients). I already created a view also for each one of them.
I imported 10 leads for Potential Account Calgary, but I cannot separate them from the 3 other accounts. When I click on View Potential Account Calgary, none is showing. I need to change and choose TYPE of ACCOUNT field one by one in order for me to separate and view them.
Is there a way in which while importing leads, I can directly assign them to the right category or right account?
Thanks a lot