Question
Two Six Digital PTY LTD
Two Six Digital PTY LTD
US
Two Six Digital PTY LTD
Posted: Feb 17, 2023
Last activity: Apr 5, 2023
Last activity: 5 Apr 2023 5:30 EDT
Solved
Importing B2B Leads data(CSV) in Sales Automation Portal
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?
Accepted Solution
Posted: 1 year ago
Updated: 1 year ago
Updated: 5 Apr 2023 5:30 EDT
Pegasystems Inc.
US
@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).
