Bulk Upload

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.