Leads/How To Import Leads From a List

To import a list of leads, please use the following step-by-step instructions.

Import Leads

1. Make sure the file of leads to be imported is available to your system: on your hard drive, on a CD ROM, etc
2. Click on the “Leads” module
3. Click on the “New” button to begin the import process. A series of dialogs will become available. The following steps will be executed on those dialogs.
4. Choose a pre-existing list from the “Import To:” drop down. To create a New Lead List, please follow the steps in #5.
5. If creating a new list, select “New Lead List” from the drop down and enter the new title in “List Name” and add a description.
6. By default, the list owner is the person who is performing the import.

Note: The ownership of the list you are creating, as well as all leads imported into the list, can be changed after the list has been created.

7. Click on the “Next” button.
8. The field separator for a CSV type of file is a comma. Enter a “,” for field separator in the blue box.
9. The line separator for the CSV type list is a line. Select the box for a line return as your line separator.
10. Select whether your source list has a header row.
11. Click on the “Browse” button to select the marketing list to import.
12. Choose the validations whether you would like to Merge or Allow Duplicates in the import.
13. Select any Auto Assignment Rules you may have created to presort accounts by specific rules. (e.g., all Leads in Illinois will be assigned to Account Manager = Bill Fox)
14. Select a Saved Mapping (if you have saved the mapping from a previous list with the same order to the header row).
15. Click on the “Next” button
16. Match the imported fields on the left with the CRM On-Demand fields. You may also enter default values on the far right.
17. If you have multiple lists to import with the same format, you can check the circle to the left and assign a default-mapping name for use on future imports.
18. Click on the “Next” button to begin the import process.

Note: It is VERY IMPORTANT NOT to do any actions with On-Demand until the import process is complete. Once the list has been imported you will be prompted “Import Successful” and you will receive the total amount of im-ported leads.

19. Click on the “Close” button to return to the application and begin working with your imported data.