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How can I import a list of leads?

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How can I import a list of leads?

You'll want to use the Lead Import Wizard tool.

  • Navigate to Leads > Add New Leads > Lead Import Wizard.
  • Make sure your file is a .csv file with a header name for each column that matches the field name in LeadOutcome.
    • If your file is an excel file (.xls or .xlsx) you'll want to use the 'Save As' function and save as a .csv file.
  • Select the Category that should apply to your imports. **If your leads are in different categories, you'll need to import separate .csv files and apply the appropriate category upon import.
  • Select the file to import and choose a Source Profile (where the list came from: Gmail, Outlook, LinkedIn, etc.). If your source is not from any of those in the list, select 'Custom Import.'
    • Choose 'Update Duplicate Leads' if you want to simply update contact information (de-duplication is based on the email address).
    • Choose 'Create Duplicate Leads' if you want to create duplicate records if there are existing contacts.
  • If you have a list of potentially existing leads and some new leads, and you don't want to create duplicates, elect to 'Update Duplicate Leads' and we will create new leads if an existing one is not found.
  • Agree to the Terms of importing > click Next.
    • If your source profile is anything other than a custom import, you're done.
    • If your source profile is a custom import, then you have one more step:
  • Map the fields on the left to the ones in your .csv header file via the drop-down on the right.
  • Click 'Finish and Import.' Upon completion, you will receive a report of the leads that were updated, and receive a report if a lead was unable to be imported due to being blacklisted.
You can also check out this video about importing leads.
Topics Covered:
Leads Adding Leads
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  • 100 Contacts
  • Lead Import Wizard
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