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Topic - Data Administration

Resources about importing and exporting data, uploading files to the library, file attachments and more

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Data Administration

Changing/upgrading to another APP server – Why is my chart not working when using a different APP server?

Date: February 26, 2021
By: Ray Longalong
Categories: Account and User Management, Administration, Best Practices, Data Administration, FAQs, Troubleshooting

Does LeadMaster De-duplicate on Import?

Date: August 18, 2022
By: Joanna Hernandez
Categories: Data Administration, FAQs

Does the Download Scheduler Include Attached Files?

Date: September 28, 2020
By: Eljie Lagunay
Categories: Data Administration, FAQs

Downloading Lead Information

Date: January 15, 2023
By: Chris Midgett
Categories: Best Practices, Data Administration

How can I download the mobile phone number – I don’t see it in the list of downloadable fields.

Date: August 18, 2022
By: Ray Longalong
Categories: Administration, Best Practices, Customization, Data Administration

How can I update the Parent Company for multiple records?

Date: September 6, 2022
By: Joanna Hernandez
Categories: Data Administration, FAQs

How do I add Marketing Mix to the fields available for import?

Date: August 18, 2022
By: Joanna Hernandez
Categories: Administration, Best Practices, Customization, Data Administration

How do I import responses to a multiple select field?

Date: September 6, 2022
By: Joanna Hernandez
Categories: Data Administration

How do I see a list of leads that have not been acted upon?

Date: August 18, 2022
By: Ray Longalong
Categories: Best Practices, Data Administration, FAQs, Search

How do the ‘Export Status’ & ‘Date Exported’ fields work?

Date: September 12, 2022
By: Joanna Hernandez
Categories: Data Administration, FAQs

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