Controlling Importing Methods


Do you want to limit the import methods (Salesforce, CSV, Manual) for your team? Team Admins have the option to prevent importing from certain sources. If you do not want your teams to use CSVs for example. 

To adjust this setting head to Settings --> Admin (Under Team Settings). Then under the "Available Import Options" section you can select what options to provide to your team. 



Here is an example of that actions to take:

Have more questions? Submit a request


Article is closed for comments.
Powered by Zendesk