Import Leads into Lead Collection Software - Help
Import Details
In Import Details, following features are avaialble Edit Lead Details, Assign Leads and Lead Excel Import.
From the Database credentials stored in the Source Master, the registered Users Data will be imported by clicking on Import from all Sources.
The Newly registered lead details will be imported and the No. of lead imported will be displayed as below. Click Ok.
The Imported Lead Details will be displayed in the grid.
If the Country, State and place are already present in the Masters present in the application, it will be available in Country, State and Place Column in the grid, otherwise the data will be displayed in Entered Country, State and Place columns.
To add the Location Details, Click on Modify Place Icon as shown below.
In the screen that opens, click on the below shown Three dotted button if the Place is not available in the master.
The Place Master Screen will opened, Add the new place if the State is already present. In case the State is not available in State Master, Click on the Three dotted button and Add the State and Country details.
After adding the New Location details, enter the place name in Place from Masters field and select the place from the dropdown. Click on Set Place.
The Location details will be updated in Country, State and Place Columns.
Edit Lead Details
To Edit the Lead details in case of Irrelevant data, click on the Icon shown below in the Action column.
Note: The Number 9999999999 and Email Id none@none.com can be used any number of times since they will not be considered as Duplicate date. This provision is provided to avoid improper and Invalid data and if no data is available.
Email Id and Phone Number can be Edited as shown below. If there is any irrelevant entry such as 00 in Phone Number field, to maintain proper data in the application, it can be replaced with 9999999999.
Edit the details and click on Save.
Click Ok.
Data will be Updated in the Import Screen.
Assign Leads
To Assign the Lead to Users/Employee, click on the below shown Icon.
In the Assign Leads popup that opens, Select the User Name from Assign To dropdown and Click on Assign.
If the Admin is not sure about whom to assign the Lead to, an option named Hold is available. The Leads who are assigned to Hold option will be available in Assign Leads form. From Assign Leads, they can be assigned to Users/Employees whenever required.
To Delete the Data, Select the Checkbox from Select Column and Click on Delete button.
Filters are provided to filter data based on Entered Country and Source. Select the required data and Click on List.
Lead Excel Import
Excel Import provision is provided to Import Lead details from Excel file in bulk. Click on Excel Import.
Click on Download Template.
In the Downloaded Template, Enter the Lead data. The Source and Location Details should be present in the Application Masters.
Click on Choose File to select the Excel file.
Select the Excel file.
Click on Import Button.
