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Mass creating tasks for new leads/cont acts imported using Group Edition
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05-13-2009 05:36 PM
I want to automatically create a task for leads/contacts which I upload into Salesforce using the Group Edition.
I am sending out a lot of catalogs by mail to new leads I find. After doing the mailings, I upload the leads/contacts into Salesforce from Excel using the .CSV format.
What I would like is to automatically create a new task for each lead/contact I upload in this manner, so I know to give these new leads a call and verify receipt of the catalog.
I searched the Salesforce's help files and also these boards, and found information about doing this using the Apex Loader, but since I have the Group Edition of Salesforce, I believe that the Apex Loader is unavailable (correct me if I am wrong), so I would like to find a way to do this in the Group Edition some way.
Any help you can give me would be EXTREMELY helpful! Thanks in advance!
Re: Mass creating tasks for new leads/cont acts imported using Group Edition
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10-21-2009 05:56 AM
Hey,
I wonder - have you figured out how to do this?
Does anyone else know?
Re: Mass creating tasks for new leads/cont acts imported using Group Edition
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10-21-2009 09:17 AM

