Hi. I have a list of businesses which I’m importing as Leads. I was surprised to discover that the system (Version 13) automatically created a Customer record for each business I imported. Is there a way to turn OFF this automatic Customer creation?
I successfully import the record as a Lead (all good there) but the automatically created Customer 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 delete those Customer records.
Is there a way to turn off this auto-creation of Customers?
Is there an easy way to delete these newly created Customers? (I have about 500.)
Fairly new here, so is there another way I should be doing this?