Relating/Associating Records
Hi There,
I am having difficulty relating/associating deals to contacts when i am bulk importing deals.
I have imported approximately 10,000 contacts each with a unique number (ClientNo). Email address and First/Last Name are not unique to the record.
I have approximately 3000 deals to import that also include the unique (ClientNo) but again, First/Last Name and email address are not unique.
Upon deal import (CSV) how do I associate the deal to the contact?
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