Help > Lead Management > Import Leads

Import Leads allows you to use your Lead Management account as your primary means of lead tracking. If you have a database of leads stored on your hard drive or in any other program, you can easily upload all of those leads to your account.

To import leads from another program or list:

1. Click on the Lead Management tab
2. Click on the Import Leads sub item to view the Batch Lead Upload view
3. Download the Batch User Template by clicking “Download” next to the file name. This is a basic CSV spreadsheet file.
4. Copy your lead information from your current or different lead management program
5. Paste this information into the appropriate fields in the Batch User Template you just downloaded
6. Save the file to your hard drive or desktop
7. Click on Browse in the Batch Lead Upload view that is now open
8. Find and select the file on your hard drive or desktop and click “Open”
9. Click “Import Users (Submit) on the lower left corner of the Batch Lead Upload view and your saved leads from the template will be added to your Lead Management account in the correct format, ready to access

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by admin

Posted on August 18, 2009 Filed Under Help | 1 Comment

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