Bulk Upload

Bulk Lead Upload Process Guide

Leads come from various sources and you might be maintaining data in other systems like Excel files. Good news is you can upload these leads using bulk upload function.

1. Access the Bulk Upload Feature

• Click on the Bulk Upload icon located at the bottom right of your screen, just below the "Add Lead" icon.

1. Configure Lead Details and Welcome Communication

• Select Lead Attributes:

  • Choose Channel (e.g., Offline, Online, etc.).

  • Select Source (e.g., Direct Walk-in, Referral, etc.).

  • Set the Status (e.g., 01-Untouched).

  • Choose Sub-Status (e.g., Form Not Registered).

  • Enter details like Form Name, Program Preference, Specialization Preference, and Meeting ID (if applicable).

1. Enable Welcome Email and SMS (Optional):

• Check the "Send Welcome Email" box to send a predefined email to the leads.

• Check the "Send Welcome SMS" box to send a predefined SMS to the leads.

1. Proceed to the Next Step:

• Click Next to upload the file and validate the data.

1. Download and Prepare the Template

• Download the provided template in .CSV format. Ensure your data is organized according to this template before proceeding.

1. Fill in the Bulk Upload Template

• Enter Lead Details:

  • Fill in columns such as Campaign Name, Applicant Name, Mobile No, Email ID, State, City, and Lead Owner as per your lead data.

  • Ensure that each lead entry follows the correct format to avoid errors during upload.

  • Campaign Name: You can enter any name related to the data you are uploading, such as School Campaign Data, Marketing Data, etc.

  • Lead Owner: Enter the counselor's email ID (user email ID) to whom you want to assign this lead.

1. Save the File:

• Once all required fields are filled, save the file in .CSV format before proceeding with the upload.

1. Navigate to the Upload Section:

   • In the "Upload Leads" window, go to Step 7: Upload file with prospect candidate details.

1. Select the File:

• Click on the upload field and choose the filled .CSV file from your system.

• Ensure you are selecting the correct file to avoid data mismatches.

1. Replace File (if needed):

• If an incorrect file is uploaded, click on "Replace File" to select the correct one.

1. Validate the File

• The system will check for any errors in the uploaded file.

• If errors are found, review them and make corrections as needed.

1. Proceed to the Next Step:

• Once the correct file is uploaded, click on "Next" to proceed with the validation process.

1. Map the Column Names

• The system will display Sheet Fields and CRM Fields.

• Ensure that each sheet field is correctly mapped to the corresponding CRM field.

• Match the columns from your file to the system’s required fields (Optional):

  • Campaign Name

  • Applicant Name

  • Mobile No

  • Email ID

  • State

  • City

• Click on the Next button.

1. Confirm the Bulk Upload

• A confirmation pop-up will appear, displaying the number of leads ready for upload.

• Click Confirm to finalize the process.

1. Upload Completion

• Once the upload is complete, a success message will appear.

• The leads are now added to the system and can be managed from the Lead Manager.

Checking Bulk Upload Data in CRM

1. Navigate to Bulk Actions

• On the left-side menu, click on Bulk Actions (as highlighted in the screenshot).Navigate to Bulk Actions

1. Click on the Bulk Upload tab.

1. Here, you will see a list of uploaded files with the following details:

• File Name: Name of the uploaded CSV file.

• Upload Date: The date and time the file was uploaded.

• Uploaded By: The user who uploaded the file.

• Total Records: The number of leads in the uploaded file.

• Status: Indicates whether the upload is Completed or Pending.

• If the status is Completed, the leads have been successfully uploaded. If there are any errors, you may need to recheck and re-upload the file.

This completes the bulk lead upload process into the CRM.