Data import

Now that we have set up some users, let's bring in some data to use in the system. The key entities we wish to populate are as follows:

• Account: We will customize this to be called Client. These are the company records for the companies you do business with.
• Contacts: These are the people related to a client record whom you need to maintain contact records with. For example, you may have Bob Smith and a phone number, but you may also track their Skype ID or other forms of communication in their working-from-home environment.
• Leads: These are the initial information records of potential new customers of your business.
• Opportunities: Typically, these will come in as either open opportunities from your current system or newly created opportunities.

To begin importing data, navigate to the Advanced Settings | Settings | Data Management area as shown here:

Figure 3.33 – Data Management

Within Data Management, select...