Follow these steps to Upload Lead Data Using Excel/CSV file
- Log into the software.
- Hover on “Lead Generation” module visible on the left sidebar menu.
- Click on “Create New” submenu that appears.
- In the form that appears, on the top right corner click on “Upload Excel”
- A box will appear and download the “Sample File”.
- Open that file in excel and enter the fields like “Lead Gen By”, ”Activity”, ”Client Name”, “Client Email”, “Client Address”, “Product”, “Contact Person”, “Mobile No.”, “Website Link”, “Reference”, Enter any “Comment” about the lead, Date for “Next Contact On”.
- Save that Excel file and follow the steps 2, 3, 4.
- This time Click on “Choose file”.
- Select the file from the dialog box that appears.
- Click on ‘Upload’ button.
- A confirmation box will appear about the file uploaded successfully.
By following these steps, you will successfully upload lead data using Excel/CSV in the Lead Generation module.