Convert automatically several leads in accounts and contacts

Hello,
I have imported severals prospects, which are, for me, accounts (but no way
to import them directly in accounts...). Is there an automatic way to convert
them in accounts (through workflow rules prehaps?).
Thank you for your help!

Merijn
Mon Nov 29 06:08:02 CST 2004

B. Guillout wrote:
> Hello,
> I have imported severals prospects, which are, for me, accounts (but no way
> to import them directly in accounts...). Is there an automatic way to convert
> them in accounts (through workflow rules prehaps?).
> Thank you for your help!

Hello,

There's no automatic way of importing into accounts directly using
Microsoft CRM out of the box. Or if you are good in programming ;-).

Workaround: Just import your prospects into crm leads using the Import
Wizard, and qualify/convert them into Accounts. This workaround requires
a few steps but the result should be fine.

Kind regards,

Merijn van Mourik