The Lead Import tool lets you bulk-add leads from an Excel file so your team doesn’t have to create them one by one. Go to Leads → Import Lead, click Choose a file, and upload an .xlsx or .xls sheet (use the provided Lead import example template). After you click Import, DreamzFSM validates the data and creates the leads in one go.
Here is a reference video:
Follow these steps:
1. From the menu click on Pipeline and then click on Leads.
2. From the lead list, click on Import Lead button.
3. Here on the import page you will find a sample file link which you can download. You need to set your lead data based on the downloaded sample file.
4. Once the file is prepared, save and upload it and then click on the Import button, the leads will get imported in the system.
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