Undo a Contact Import in Housing Market CRM: See Every Row
Tutorial 53 de 181
El vídeo de este tutorial se está actualizando en este momento. Los pasos escritos de abajo cubren lo mismo. Ver la versión en inglés
El texto de esta lección se está actualizando en este momento, por eso se muestra en inglés.
Imported the wrong file into Housing Market CRM? You can now see what happened to every row and undo the whole import. This tutorial opens Import, finds the import under Past imports, opens its Details (a Beta feature), reads what happened to each row (created, skipped or not imported, with the reason), and presses Undo this import. Undo archives the records the import created, leaves alone any record you edited since, and never deletes anything. The file and contacts shown are invented.
En este tutorial aprenderá
- Where the result of a past import is
- What the row list says about each row
- How to undo a whole import
- What Undo leaves alone
Siga los pasos
- Open your Housing Market CRM account.
- Click Import in the left menu.
- Every earlier import is listed under Past imports.
- Click Details on the one you want to check.
- The summary counts created, skipped and rows with errors.
- Filter the rows: here, the skipped ones.
- Each one says why: already in your CRM, or the same as an earlier row.
- Wrong file? Click Undo this import.
- It archives what the import created. Records you edited since are left alone.
- Click Yes, archive them.
- The result says what was archived and what was left alone.
- Nothing is deleted. Archived records can be restored.