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 Patrick Rantsho (PatrickR4330) digitalfastforward.com System Architect
digitalfastforward.com
US
PatrickR4330 Member since 2022 2 posts
digitalfastforward.com
Posted: February 17, 2023
Last activity: February 22, 2023
Posted: 17 Feb 2023 4:55 EST
Last activity: 22 Feb 2023 17:12 EST

Importing B2B Leads data(CSV) in Sales Automation Portal

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I imported CSV file with B2B leads data and the import was successful, but the imported data is not appearing on the Leads screen on portal. What could be causing this issue? 

Pega Sales Automation 8.8 Testing Applications Healthcare and Life Sciences System Architect
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Posted: 1 month ago
Posted: 22 Feb 2023 17:12 EST
Cara Presseau (CaraPresseau) PEGA Senior Product Manager, Sales Automation
Pegasystems Inc.
US
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@PatrickR4330  - It could be that the Territory ID or Owner ID (Operator) on the csv do not match the territories and/or operators in the target instance.  A quick global search on your business lead ID prefix should show them, even though you can't see them in the context of a user with a specific territory access (limited to territories that exist in that instance).

 

Example of a search for B2B Leads in an instance

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