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Assign Prospects During Import

You can assign or reassign prospects during an import.

Required Editions

User Permissions Needed
To import prospects: Account Engagement Administrator or Marketing role
  1. In your CSV file, add an Assigned User column, and enter each prospect’s Salesforce username.
    Spreadsheet with Assigned User column
  2. During import, map your Assigned User column to the Assign to User field.

See Also