Export Required Sheets

Export essential sheets for better data management: The sheets are:

• Users: Export the users' list.
• Disposition: Export the Main Disposition List.
• Sub Disposition: Export the Sub Disposition List.
• Role: Export Employee Roles List.
• Project: Export Project List.

Import With Excel

This is the key process for uploading bulk data. Follow the following steps:

• Download the Sample Upload Sheet to ensure correct formatting.
• Fill in the details accurately in the sheet.
• Import the Excel sheet by providing the Campaign Name, selecting Project, Source, Group or Users, File Type (India or International), choosing the Excel File, and adding a Description.

List

View details of the bulk data including Campaign Name, Reference ID, Group Name, Pushed Leads, Inserted Leads, Rejected Leads, Duplicated Leads, Created By (with date & time), and Action Buttons.

Start Import

After uploading bulk data, initiate the import process with two options

• Automatic Import: Leads are automatically imported into CRM.
• Manual Import: Click "Start Import" to quickly import all leads at once.

View Data

Access detailed information about bulk-uploaded data in the View Data section

• Reference ID
• Lead Reference ID
• Created By
• Lead Status (existing or new)

Download Data

Follow the following steps to download the data

• Click on the “Download data” button in the Action menu in the list.
• Download the uploaded data by clicking on the Download Data button for offline reference.