Hi. I have a list of busines names which I’m importing as Leads. I was surprised to discover that the system (Version 13) automatically created a Contact record for each business I imported. Is there a way to turn this off?
Details –
I’m able to import the Lead but the automatically created Contact record ends up with incorrect names. For example, I upload a business named “North Pointe Construction” and it also creates a Customer with first name “North” and last name “Pointe Construction” – that’s undesirable and unwanted, so I end up having to manually delete those Customer records.