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lead_import
Table of Contents
Lead Import & Export
All data in the leads module can always be imported and exported into different formats. Leads can be imported with the help of csv format and export data into excel and pdf format. It makes easier for you to deal with large amount of data.
Importing Leads
Instead of adding lead individually, lead can be imported from excel CSV file as bulk batch upload. You can download the sample csv file and save your leads in similar format of fields. Once you are ready to upload choose the file and upload it directly. The imported leads will be displayed in lead table.
Download sample format
Leads -> Import Leads -> Download sample file
Import
Leads -> Import Leads -> Choose file -> Submit
Note: The leads data when imported from your csv file should be of correct format. The lead with missing mandatory fields will not be imported. Mandatory fields are Title, Firstname, Lastname, Home phone, Street No, Street Name, Suburb, State and Postcode
Exporting Leads
Leads can be exported into 2 formats. You can export the data in a printable format by clicking on the print icon and as an excel file by clicking on the spreadsheet icon. It will export leads data which are displayed in the lead table into selected format.
Print format
Leads -> Print Logo -> pdf file
Excel format
Leads -> Excel Logo -> excel file
Note: If a search has been made, exporting data will be the search results.
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