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Importing Leads and Opportunities

Importing Leads and Opportunities

Leads and opportunities are typically only tracked by a full CRM system, not a simple contact manager. If your old system is Microsoft Outlook or a similar contact manager, then you will have no data to import. If you are migrating from a full CRM system such as Salesforce.com, then the lead and opportunity data may be exported from that system and imported into SugarCRM in a very similar fashion to importing contact data, as described above.


  

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