Support Center

Importing Leads

Last Updated: Jan 15, 2014 01:03PM IST
You can import your existing leads both from a CSV file or an Excel file into your ClinchPad account.

To import leads, select the option Settings from the top menu.



Click on Import from the left menu and under Import Leads select the type of file you want to use for importing leads.



Click on Pick File to upload the file from any one of the options available.



Select the columns you wish to import from the uploaded file.

To select the columns to import, match the appropriate field name from the dropdown to the corresponding column. Skip the unrequired or incompatible columns. You can additionally add products, organizations, contacts, etc. that are associated with that lead.




Once an existing pipeline is selected or a new one is specified, click on Import and all of the leads will be added to the first stage of the pipeline. A summary screen will show you the status of all the records that were present in the file.


 
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