Creating Views from Advanced Find

Views:

Use Advanced Find not only to located certain records but also to create custom views for your contact records.
For example, this week we are targeting companies in the Food and drink industry with annual revenues over £5 million and SIC codes of "15.8**" where * is a wildcard character.

I created a view in Leads by going to Advanced Find and searching for:

Leads with:

• Annual revenue Greater than 5,000,000

and with

• SIC Codes that Contain "15.8"

On retrieving the records I saved the search criteria as a custom view. This view is now available under my list of views when I look at Leads.

Moving data From Goldmine to CRM

I've spent a couple days testing the process of importing data records from Goldmine into MS CRM. I recommend importing the records as Leads to begin with so that they can be converted to Accounts, Contacts, Opportunities in MS CRM as appropriate.

The steps were as follows:

• extracting the whole of the Goldmine database to a CSV file
• examining the output in excel to remove redundant fields
• initial matching of fields Goldmine and MS CRM
• created Salutation, FirstName and Surname fields based on the Goldmine Contact field
• re-exporting to a new CSV file
• import as Leads into CRM
• use the wizard to map the Goldmine fields to the CRM fields

It went quite well!