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Uploading and Managing Leads in Bulk

Used in these workflows
  • What it is: The Leads > Upload page is a powerful section for adding and updating multiple leads at once.
  • Key Features:
    • Excel button: Click this first to download the sample Excel sheet. You must use this format for your upload to work correctly.
    • Upload button: Click this to open the upload pop-up. Choose your formatted Excel file to begin the bulk upload.
    • Validation Tabs: After uploading, the system will sort the leads into tabs:
      • New Leads: Successfully imported new leads.
      • Existing Leads: Leads that were already in the system.
      • Incomplete Leads: Leads with errors. The system will show you the reason for the error so you can fix your file and re-upload.
    • Create button: Use this to manually create a single lead directly. Unlike when an agent creates a lead, this does not create a Data Change Request and is added instantly.
    • ⋮ Menu (Update Cost): In the three-dots menu on this page, you can find the option to Update Cost for multiple leads at once.
Bulk Lead Upload

Figure: Bulk Lead Upload