Bulk Assigning Leads


Bulk assigning leads

Learn how to add multiple leads in the CRM

Review the video together with the steps outlined below, then use the button provided to continue to the next topic.

  1. Navigate to Admin > Data Imports
  2. Choose ‘Leads’ in the ‘Import Type’ dropdown box
  3. Click Template, this will download a csv file to your Downloads folder
    Important!  ALWAYS download a fresh template before trying to import any data
  4. Open up the file you just downloaded
  5. Below is a list of the fields that are required to successfully import:
    Lead Name
    Registered Address (if unknown you may enter TBC)
    Postcode (if unknown use AB1 1AB)
    Lead Generator
    Account Manager
    Add Contact? (Yes/No)
    If you answer ‘Yes‘ to ‘Add Contact?’ you must also enter:
    First Name
    Last Name
    Contact Active (True/False)
    Platform User (True/False)
  6. When you’re happy with your data, save your file
  7. Go back to Admin > Data Imports
  8. Choose ‘Leads’ in the ‘Import Type’ dropdown box
  9. Click Upload
  10. Locate your file on your computer and click Save