We can import a spreadsheet of leads into your account on the back end. Make sure you have all of the following columns filled out in your spreadsheet first. A spreadsheet cannot be imported unless it contains these columns. Also make sure that each cell under these columns has a valid value. You can view the standard upload format here. Bolded columns are required for the import to work so please include that information. 

  • Name (the lead's name)
  • Stage Name (the sales stage the lead is in)
  • Channel Name (i.e. lead source)
  • Assigned To (the user in your account to assign the leads to)
  • Lead Type Name (the lead type these leads should be imported into)

After you've formatted the spreadsheet, send the data in a .csv file to support@leadsimple.com and we will upload it for you. 

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