General Estate manages all customer deposits and Instalments in a Excel Spreadsheet which needs to be updated and instalments are re-casted to provide up-to-date balance, the Excel sheet is not regularly updated which makes tracking of Instalments more difficult. They also have prospects whose information is stored in a every Sales Agents mobile phone as contacts that they want added to the CRM as well.

General estate needs to embark on an exercise to unify their data for Leads and Opportunities to ensure balances are up to date they need to extract the present balances in the excel sheet they were using into the CRM. As the Salesforce Admin you are given the task to import all prospect compiled from mobile phone as leads and all customers as Accounts and Contact, while all existing and closed deals imported to the opportunity object