I need help from someone with first hand? users/administrator knowledge of the vTiger CRM (which is based off the Sugar CRM platform.)
vtiger[dot]com
My problem is that I am attempting to import over 200 contacts into vTiger, but I need those contacts to be logged as what it refers to as "Potentials." When I try go to "Potentials" and do an import it does not give any options to "map" any data like address, phone numbers or etc...
So, I assume that I need to import them as "Contacts", but I need to make sure that they show up in vTiger as "Potentials" but I don't know what import field I need to modify to make sure this occurs.
Other aspect to this job is that I do have three custom fields involved (which shouldn't be a problem) and I need to "Assigned To" imports over correctly. I have the vTiger usernames of the sales people in onve column of my CSV file.
If you have never done a vTiger import before, please do not apply for this job.
I need it done today and do not expect this to be hard. I just do not have enough knowledge of vTiger and do not have enough time to read all the docs and am too cheap to pay for support directly from vTiger for this one thing.