Our Custom Lead Upload streamlines the process of importing and managing your own lead data through structured CSV uploads. It supports essential fields like customer name, phone, email, address, source, and category, ensuring clean and organized records. Designed to automate lead preparation for follow-ups, reporting, and CRM workflows, it’s perfect for businesses, sales teams, and agencies seeking reliable, ready-to-use lead data to drive efficient, data-driven engagement.
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Create a CSV file with the required fields: title (customer name), phone, email, address, source, and category. Ensure all columns are correctly named for accurate data processing.
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Create a CSV file with the required fields: title (customer name), phone, email, address, source, and category. Ensure all columns are correctly named for accurate data processing.
Upload the prepared CSV file into the tool using the upload option. The system will automatically read and validate the required fields.
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Upload the prepared CSV file into the tool using the upload option. The system will automatically read and validate the required fields.
Once uploaded, the tool validates the CSV data and processes the records. Any missing or incorrect fields can be reviewed before final submission.
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Once uploaded, the tool validates the CSV data and processes the records. Any missing or incorrect fields can be reviewed before final submission.
After successful processing, all leads are displayed in the dashboard table with customer details, source, and category information.
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After successful processing, all leads are displayed in the dashboard table with customer details, source, and category information.
Once the data is displayed, the leads are ready for follow-ups. Assign status, schedule follow-ups, and track interactions directly from the CRM.
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Once the data is displayed, the leads are ready for follow-ups. Assign status, schedule follow-ups, and track interactions directly from the CRM.
After managing your leads, you can download or export the processed data for reporting, sharing, or external CRM usage.
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After managing your leads, you can download or export the processed data for reporting, sharing, or external CRM usage.
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