ECL Import to CRM

Modified on Tue, 3 Jun at 10:25 AM

ECL import to CRM

This guide details the process of importing ECL data to CRM

Go to sitename.edgeondemand.com

1. Introduction

You can import ECL to CRM as a prospect or a client. You can make use of the filters available to narrow down the criteria you are looking for.

2. Click "Search"

Search or Filter for desired accounts. Then initiate the search process.

3. Click the checkbox

Select the specific item you want to import to CRM. You can select multiple items.

4. Click on the 'Action' dropdown menu

Select 'Export to CRM'

5. Click "Go"

Click on 'Go' to export

6. Choose between the radio buttons

You can import to an organization or a prospect

7. New or Existing

Select the option suitable for your data import.

8. Click "Add all accounts to one"

Consolidate all accounts into one or create for each account.

9. Click "Name" field

Enter client or prospect name

10. Sales Agent

You can add the Sales Agent for this client or prospect.

11. Referral Source

You can add your referral source.

12. Sales Campaign

You can also select a sales campaign.

13. Click "Import Contacts"

You have an option to import contacts.

14. Select Accounts

You can also select accounts under the organization for import.

15. Click "Import to Broker"

Proceed with importing to Broker.

16. Congratulations!

You have successfully imported an organization/prospect to CRM via ECL.

The guide covered the step-by-step process of importing ECL data to CRM using Edgeondemand. From accessing specific sections to exporting data, this guide ensures a seamless navigation for employee training purposes.