Account admins, and managers who see every lead, can import and export leads. Use Import on the lead list.
Before you start
- Save the file as CSV from Excel or Google Sheets. An Excel workbook (.xlsx) is turned away.
- The first row must be the column names.
- Up to 5,000 rows and 5 MB a file. Split a bigger list into several files.
- Every row needs a phone or an email. Rows with neither are skipped.
Import
- On the lead list, press Import.
- Choose the file and the Kind of leads (Mortgage, Insurance and so on), then Upload.
- Check where each column goes. LeadVault guesses from the column names, and shows each column's first value. Columns can go to contact details, a full name to split, date received, stage, source, assigned to, cost, reference ID, or any of the lead type's questions.
- Choose what the leads get when their row doesn't say: a source, who they go to (nobody, one person, or by your distribution rules), and a stage.
- If everyone in the file agreed to get email from you, tick that box. Leads are only emailed when they agreed.
- Import. 5,000 rows take a few seconds.
The results list how many were added, which values couldn't be used (by row and column) and who got how many leads.
An import is all or nothing: if something stops it, nothing is added, so you can fix the file and try again.
What else to know
- Duplicates (the same phone or email and lead type) come in marked as duplicates, so a file imported twice doesn't make twins.
- Do-not-contact people come in marked, and are never called or emailed.
- SSNs and dates of birth go into each lead's protected, encrypted fields, and only for people allowed to see them. See SSNs and dates of birth.
- Card numbers, bank numbers and passwords are never imported.
- Imported leads don't send new-lead alerts.
Export
Export on the lead list downloads the list as you see it (tab, filters, search, sort) as a CSV, up to 50,000 leads. SSNs and dates of birth are never exported.
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