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How can I update existing leads' categories via an imported list?

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How can I update existing leads' categories via an imported list?
You may have some leads in your new list that already exist in the system. Importing them will update their contact info, but the category will remain the same. Once a lead has a category assigned to it, only a manual override will change the category. If you want to update these leads' categories without doing it one by one, you'll want to follow these steps:
  1. Create a custom field for all leads in your list to be imported and add that custom field in LeadOutcome. Make it something easy, such as a checkbox (or a text field, but checkbox would be easier) and name it (e.g., Update Category for Outlook Contacts).
  2. In your list, be sure all leads have the checkbox field value (e.g., Update Category for Outlook Contacts) set to TRUE. [If you are using a text field, then be sure the value in the text field is the same for ALL leads you are importing.] This will help differentiate the newly imported leads from those already in the system, as only these ones will have this custom field set to TRUE.
  3. Import this list and be sure to map the above column to the appropriate LeadOutcome field.
  4. Once imported, run an advanced search for:  [ Update Category for Outlook Contacts  |  equals  |  TRUE  ] which will bring up all the leads you just imported (since they all have the TRUE value for this field). [For text field, use the above criteria and use "equals | -- insert what the leads have in their value column --".]
  5. Select All Leads in this list and Assign Category to the appropriate new category.
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