Client receives web-store orders and we want to import the data into SalesCQ, as Prospects and Quotes. Users will approve the Order.
We will then transfer the Prospect to a Customer, and promote the Quote to an Order.

Here is the problem:

We want to import the Prospect/Customer data into Prospects, but we are missing key import fields.
The web-store order includes the prospect’s credit card information – Card Type; Card Number; Expiry and Card-holder’s name.

We want to import this into the prospect.
These fields exist on the Prospect screen, but they are unavailable on the File > Import > Prospects fields.
(These fields are available in the Receivables module when we import Customers.)

- My question is how can we make this work with SalesCQ?
- Is this the right approach?
- I understand that there are other dealers that are using SalesCQ to import Quotes. Any suggestions would be appreciated!