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LeadManager: How To: Import Leads from a Spreadsheet [Standard Edition]

TOPICS COVERED IN THIS ARTICLE:

  • How to Import Leads From A Spreadsheet

 

 

ENVIRONMENT:

  • LeadManager - Standard Edition

 

 

STEP BY STEP INSTRUCTIONS:

 

 

 

Importing Leads

 

First, access the Menu page by clicking on your name in the upper right of the header.

 

 

 Under Lead Management click on Import Leads

 

 

The Import Leads page will load

import_lead_from_spreadsheet2.jpg

 

Click the Download Import Template link

 

import_lead_from_spreadsheet3.jpg

 

 

Click Save File button and then OK save the template 

 

import_lead_from_spreadsheet4.jpg

 

 

Depending on the industry, the import template spreadsheet will be named something like: BPT Mortgage2.2.ImportTemplate.xls. 

 

  • This spreadsheet does not contain any lead information.

 

  • This spreadsheet documents the exact order of the columns required for all lead imports.

 

  • Do not change the order of the columns.

 

Example Import Template 

import_lead_from_spreadsheet5.jpg

 

Next open the import template and the Excel spreadsheet with the leads to be imported.

 

 

For this example it is called: My-Existing-Leads-Spreadsheet.xlsx.

import_lead_from_spreadsheet6.jpg

 

Copy the lead data from the list of leads to be imported to the import template without changing the order of the columns. 

 

This step will likely  require manipulation of the lead data to match the order of the columns in the import template.

 

Example

 

When this is done, BPT.Mortgage2.2.ImportTemplate.xls should look like this

 

import_lead_from_spreadsheet7.jpg

  • Note that there is an upload limit of 1000 leads.

 

  • To upload more, break the list into batches of 999 rows plus column header.  

 

When you have added all of your lead data to the spreadsheet, save and close it.

In this example, it will be saved as My-Existing-Leads-Ready-To-Import.xls

 

Now go back to the Import Leads page in LeadManager and click the Browsebutton on the line that reads File to Upload.

 

 import_lead_from_spreadsheet8.jpg

 

 

Now go back to the Import Leads page in LeadManager and click the Browse button on the line that reads File to Upload.

Upload it by clicking the browse button, finding the file and clicking open.

import_lead_from_spreadsheet9.jpg

 

 

After clicking the open button, you will be back on the Import Leads page and you will see your leads spreadsheet is ready to be imported.

 

import_lead_from_spreadsheet10.jpg

On the lower half of the form are the import defaults.

Select the Campaign, Status and User you'd like the leads to be associated with when they enter the system.

 

In the example, when leads are imported they will be: associated with the Self Generated campaign - in the New status - all assigned to the user named Richard Greene.

 

If you would like the leads to be distributed by automatic distribution, import the leads set the Status and User dropdowns to New and --Select User-- respectively.

 

Click the Simulate button to test that there are no errors in the lead data, and click the Import button.

import_lead_from_spreadsheet12.jpg

 

  • If you encounter errors when simulating the import, make sure that all of your lead data has been copied into the columns in the import template correctly, and make sure that the order of the columns has not been changed.
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