Capture leads faster with our CSV Importer
Manage your leads with a reliable and streamlined importer
This feature is compatible with any type of CSV file so you don't need to create a new file for this process.
You have the ability to edit any fields once the import is complete but before the upload begins.
Select the column data against the values for organisation and clarity. ie. Email Address, First Name
To save time from amending your file before upload, you can choose which columns are relevant for the upload, after the file has imported.
Success and error alerts are displays during the upload without affecting the upload process. Any errors can be fixed afterwards.
The progress of each upload is stated in your browser and is stored so any unfortunate browser crashes will not affect loss of data.
Our CSV lead importer allows you to manage new business in the most efficient, reliable and productive way. The bulk upload feature give you full control of what data you'd like to import at a fast speed, whilst picking up on any errors to ensure your data is up to scratch. and once uploaded, you can add a status/upload date to the data.
Rather than manually adding a new lead (ie. from a wedding show) one by one and to avoid human error, you can bulk upload and get on with following up those potential bookings!