About Leads Analysis - trillium_quality - 2.7

Trillium Quality for Dynamics Installation and Developer Guide

Product type
Software
Portfolio
Verify
Product family
Trillium
Product
Trillium > Trillium Quality
Version
2.7
Language
English
Product name
Trillium Quality
Title
Trillium Quality for Dynamics Installation and Developer Guide
Topic type
Administration
Overview
Installation
Reference
How Do I
Configuration
First publish date
2008
ft:lastEdition
2023-05-25
ft:lastPublication
2023-05-25T13:35:22.615371

Leads Analysis, an optional function available with Trillium Quality for Dynamics, analyzes and imports qualified lead records into Dynamics. You provide a leads file and Trillium Quality for Dynamics will cleanse and match records, and identify new, potential, and duplicate leads. Based on the results displayed in the TSI Web Server Administration, you can import new lead records directly into Dynamics 365.

See the Trillium Quality for Dynamics User’s Guide for information on how to analyze and import lead records using Leads Analysis.

Leads Analysis can only be used with comma delimited spreadsheets (.csv). Note the following:

  • It must be a standard CSV file from Microsoft Excel (see: https://commons.apache.org/proper/commons-csv/).

  • The CSV format only supports one tab.

  • The first row must contain the input field names from the Trillium CRM project (trillium_busname, trillium_firstname, and so on).