Bulk Upload Leads – Supercharge Your Client Database

Think of bulk uploading as a high-speed lane for filling your sales pipeline. Instead of adding leads one by one, you can bring in a whole roster of prospects in just a few clicks. This feature is perfect for onboarding large lists efficiently while keeping everything organized and error-free.

No more copy-paste chaos or lost entries—your lead data flows straight into the system, ready for action.

Getting Started with Uploads

Open Lead Manager
From the left sidebar, click CRM and select Lead Manager.

Access Upload Feature
Click the Upload Leads button to launch the upload interface.

Prepare Your Excel Template
Download the provided template and fill in all lead details. Think of it as your lead roster—complete, structured, and ready to go.

Upload & Confirm
Use the upload option to select your completed template, then click View Leads to preview the imported data.

Where It Appears

All successfully uploaded leads are displayed in the Lead Master Grid Table:

• Each lead is instantly visible.

• Sorted and ready for follow-up actions.

• Fully integrated with your CRM workflow.
   

Pro Tip: Always double-check your template before uploading—accurate data now means smoother lead management later.