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Lead Import Wizard

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Lead Import Wizard
The quickest way to fill your system with hundreds or even thousands of leads is to use the lead import wizard. Simply use a .csv file to get these leads into your system. You can export contacts from your social media sites, email accounts, and smartphone by using the export as .csv option. If you have an excel spreadsheet, click to save as and choose .csv.

*Tip: CSV stands for ‘comma separated value’; if your file already contains commas naturally (e.g., Smith, John), remove these commas before importing.

When your file is ready to go, navigate to Leads > Add new leads > Lead import wizard.
  • Select category a (or add a new lead category here).
  • Select file to import > select file > choose your .csv.
  • Select source profile > choose where these leads came from (LinkedIn, Gmail, Microsoft Outlook, etc). Or choose custom import when importing your own spreadsheet.
  • Choose import options: update duplicate leads OR create duplicate leads.
  • Agree to terms then click next.
*Note: Custom import requires mapping fields. When choosing LInkedIn, Gmail, etc., these profiles already find and map the headers automatically.

If you chose Custom Fields, you will be directed to the Mapping step:
  • When mapping, you’ll view a list of column headers for fields in LO. Map these to those headers in the drop-down, which pulls in headers from your .csv.
  • Map fields: First name to first name, email to email, etc. If your spreadsheet doesn't have a column (such as ‘gender’), skip it.
  • Apply custom fields as well in the section below the default fields.
  • Click finish & import
  • Upon import completion, you’ll get a report of the import; for leads who have already opted out, you'll get a note that they could not be imported due to previously opting out.
Topics Covered:
Leads Adding Leads
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Coming Soon

  • 100 Contacts
  • Lead Import Wizard
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per month
  • 10,000 Contacts
  • Lead Import Wizard
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  • Tracking & Scoring, Rules
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per month
  • 5,000 Contacts
  • Lead Import Wizard
  • Unlimited Opt-In Forms
  • Unlimited 1-Click Library
  • Unlimited Campaigns
  • Tracking & Scoring

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