Please pass this to management & dev team as you have the worst data importer tool I‘ve ever use:
CAN’T UPLOAD ACCOUNT MANAGER FIELD
The template generator has this field below to select but it keeps saying field not recognized when uploading.
* Account Manager Name [[Division.Company.AccountManager.UserName]]
The Data Import Checklist guide then say I must use the Account Manager Email field instead.
BUT THERE IS NO SUCH FIELD IN THE TEMPLATE GENERATOR. If I use that field in the exact spelling as a column, it also says field not recognized.
THIS FIELD FAILS RANDOMLY AS IT’S NOT RECOGNIZED IN SOME UPLOADS.
Company Lead Source [[Division.Source]]
THE INDUSTRY FIELD CAN’T RECOGNIZED A RENAMED ENTRY.
The entry is Hospitality. If we rename to anything else, it says it’s not in the system.
Industry Description [[Division.StandardIndustry.Description]]
It took me 2 hours to figure out to make a first successful upload.
One recommendation is to let us select & map the field directly through a drop down menu on Prospect rather than making us trying to match the exact spelling of the fields.
This will save so much time, it always takes me 5-10 mins max on Zoho CRM or other SaaS.
If they can’t do this, why can’t Prospect do it?
See attached screenshots