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Scott Jackson
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Great post. Any tips on how you would handle a situation where you would want to import an Excel sheet into a marketing list *but* only add a new lead/contact record if the email address didn't already exist in CRM. This is to avoid creating duplicate leads/contacts inside CRM. We want to get all the email addresses from Excel into a marketing list, but we don't want to end up with duplicates leads/contact records. Thanks Scott.
Scott Jackson is now following The Typepad Team
Jan 30, 2012