Lead Import is when you want to upload a list of offline leads to SalesCandy system using the template provided under CSV file format. There are two types of lead import which is :
1. Basic Lead import - Uploading the file with Name, Phone and Email.
2. Advance Lead import - Uploading file that contains Name, Phone, Email, Lead Source Name, Original Source and Event Tag
How to Import Leads
1. Under Management, click Lead Import
2. Click the "+" on the right.
3. Choose either Basic or Advance import
5. Select the Project, lead source and Salesperson
6. Select File and upload the file that has filled with the data following the template.