You can import prospects in Account Engagement by uploading a CSV file. Sometimes, you might encounter that these prospects were:
This article describes why this might happen.
The answer to this question is usually in the email notification you receive once an import is processed. The email subject is in the format "Account Engagement: Import Successful for your_file_name.csv" and it contains the following:
* The name of the Account Engagement account
* The date and time when it was processed
* The number of new prospects that were imported
* The number of existing prospects that were updated
* The number of prospects that gave an error and weren't imported
This only appears when there are errors. You'll be able to download this .csv file and see the reason those prospects failed to import, so you can fix them and re-import them.
* A link to view the import summary
In case you didn't receive this email, perform the following:
1. Check on Admin > System Emails (in Account Engagement Lightning App: Account Engagement Settings > System Emails) and look for the email there. You can use the user's email address or the word "import". If you can't find it there either, contact Account Engagement Support.
2. Ask your IT team to allowlist Account Engagement System Emails' sending IP address to avoid you missing these emails going forward.
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