Step 1
Leads can be added from the “Leads” page. To navigate to this page, select “Contacts” from the left hand menu.
Step 2
Click on the “Add Contact” button located on the upper right corner, under “Help & Feedback“
Step 3
To add contacts in bulk select “Import contact list” to upload a CSV file with you contact information
Step 4
The column names in the file you upload should match what is shown in our template. Click “Download template” to download and view the column names. You can either add your lead details to our template or format your own file with matching columns
Please note: you do not need all columns filled out, only email address or phone number are required to create a lead. We recommend filling out as much contact information as possible, but contacts will still be created as long as a phone number or email are provided
Step 5
Once your file is ready you can drag and drop or select the file from your device on the same page where the template was downloaded.
Step 6
Once your file is uploaded you can select “Import and submit leads” in the bottom right corner of your screen to add the uploaded leads to your account. We recommend navigating to the leads dashboard to confirm the leads were added.
If you run into any issues don’t hesitate to contact support or your account manager directly for assistance.