Importing Leads into Outlook

• Import the LEAD File into EXCEL (Follow the steps in IMPORTING LEADS INTO EXCEL)

NOTE: Save lead file as CSV file (Comma Delimited CSV)

** Open the Outlook program.

• Click on FILE.
• Click on IMPORT/EXPORT. The IMPORT/EXPORT WIZARD appears.
• Click on IMPORT FROM ANOTHER PROGRAM OR FILE.
• Click NEXT.
• Click on COMMA SEPERATED VALUES (WINDOWS).
• Click NEXT.
• At FILE TO IMPORT, click BROWSE.
• Search for the CSV you just created in EXCEL.
• Under OPTIONS, choose any of the 3 options you would like; it is all a matter personal/company preference.
• Click NEXT.
• Select the destination folder: CONTACT.
• Click NEXT.
• Select MAP CUSTOM FIELDS
• Drag the values from the source file on your left, and drop them on the appropriate destination field.
• Click OK