Sage CRM

Questions about importing data into SageCRM. Do Most people import into Leads or in as company? Some info is lost or not available when going from a Lead to a company isn't it? When you do import is there a way to bulk delete data you no longer want in the system? Thanks

That's a lot of questions in one post. Q1. Tell me why a business would use Leads instead of Companies / People and then you will have your answer. It might vary from business to business. Q2. What info do you think is being lost? Q3. Why are you bringing in data if you don't want it in the system?

Maybe I am looking at what a Lead Means different from what Company Means. If I buy a list of names I would import into company. If I was at a trade show and build a list of people who said give me a call then I would import info a Lead. Does that sound right? For some reason I was thinking that I would import into leads a list of people that I bought. What info I saw being lost was notes when I linked or created a company from the lead. It didn't seem to take the notes about the lead into the company/person. As to bulk remove. I may import 2k contacts and after 5 years most if not all are no longer in business, no longer a contact at that company, or the company is no longer in the area I am selling into (moved out of country, Now on different software, etc). I want to clean up all the names I have. How?

So no bulk delete? Guess I could create a SQL statement to delete from the tables. No way to remove old or expired records? I think I found something Greytrix has for MASS deleting. Anyone used it?

LEADS: Nothing gets lost when going from leads to company - the original information is maintained under the lead. The Opportunity is tied to the original lead so you can get back there. Leads keep the data separate but they complicate things. Unless you really have a purpose for keeping some data separate, I would think twice about leads. BULK DELETES: We've written several different variations on bulk deletes over the years depending on specific needs. Your particular case doesn't seem like much of a need to do that though. Just stop marketing to those people - take them out of your groups. Most people keep the names and activity around for historical analysis purposes - to see what works, what doesn't, activity history, etc. What are you really trying to accomplish? You trying to keep your database small? 2K records isn't much. The real question: Is this for you or for a client? If for a client, my team is always available to help if you want to make sure it is successful. 100% less headaches for you plus a markup on our services plus a very happy client.