To import a prospect file
- Select Utilities > Reports and Queries.
- Select Data Import from the Report Types list.
- Select Import data into the Prospect table from the Available Reports list.
- Click Run. A confirmation message displays.
- Click Yes. The Select import file window displays.
- Select the prospect import file.
- Click Open. The Prospect Import - Set Values window opens.
- (Required) Enter the Prefix for Imported IDs. This value must be 1-5 alpha characters. For example, PROSP. (This value will display in the Customer Portfolio window as part of the ID field.)
- (Required) Enter the Imported List Code. (This value will display in the Customer Portfolio window in the Member Type field.)
- Click Save. A DOS window displays a confirmation message.
- Press any key to continue. The file is imported.
- Press any key again when the file has imported successfully.