How do I troubleshoot auto-imported leads?

How do I troubleshoot auto-imported leads?

How do I troubleshoot auto-imported leads?

Troubleshooting Auto-Imported Leads

Checklist:

  1. Verify XML Settings:

    • Check XML Email settings in Admin > Profile > XML section.

  2. Email Folder Management:

    • Ensure lead emails are not moved to sub-folders.

  3. Password Restrictions:

    • Avoid using full stops in email passwords.

  4. Email Provider Access:

    • Ensure email providers do not block access (e.g., disable 2-factor authentication).

Why This Matters:

Proper troubleshooting ensures that the auto-import feature works seamlessly, maintaining the efficiency of lead management processes.

Tags:

Auto-Import, Troubleshooting, Lead Management, CRM Processes, Efficiency


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