Import Lead
Last updated
Last updated
When you add several or even many leads, it will take quite a long time if you register and input one leads at a time. This feature allows makes it easy for you to add multiple leads at one time using file uploads. Below is an explanation of the steps how for importing leads files.
First, you need to download the template file by clicking 'Download Example File'. This template will use to enter the required information about the leads.
Open the downloaded user template file. Then, enter the information required like first name, last name, email, gender, etc. (The * sign is a required field).
If the file is already, click the 'Choose file to upload' button to upload the file, and 3Dolphins will redirect you to find the file in the local. Select the file and click the 'Open' button.
