How to load leads AND prospects into C4C?
Got a requirement to load website enquiry leads via a manual flat file upload (interface will be built at a later stage).
Foe each record, system should create a customer/prospect and a lead transaction.
Am I correct in assuming the only way to leverage the migration workbench is to split the job into 3 manual steps :
1/ load prospect only data using customer mass upload
2/ download newly created prospect list with customer ids
3/ load lead data using lead mass upload after adding customer ids
I'm looking for any creative solution without any development (if possible) . Manual work as described above is not an issue in the short term for this pilot project.