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 email@example.com and we will upload it for you.