Sales Rep: Uploading Sales Leads*2018-09-05T15:59:56+00:00
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Uploading Sales Leads

Step 1.

  • Click on the Actions Menu and select Lead Uploads.

Step 2:

  • Click the New + button.

Lead Uploads will be displayed by:

Uploaded On

Status

Started On

Finished On

Read

Processed

Warnings

Errors

Step 3:

  • Click on the Select a File To Upload button.
  • The file must be in a specific format to support the data upload and clicking on the Documentation or Sample Template options will provide you access them both.
  • Once the File has been selected click on the Upload Leads button.

Step 4:

  • When the Upload has Finished with the Status of Complete With No Errors, you will be able to View the Leads listed in card format by clicking on the Companies icon within your manage widget or use the Actions Menu and select Companies.

Step 5:

A Lead card has additional tabs:

  • General Tab – (includes many of the fields from the upload template).
  • Address Tab – View/Add Addresses.
  • Contacts Tab – View/Add Contacts.
  • Comments Tab – (Can add comments).
  • Opportunities Tab – View/Edit/Add Opportunites.
  • My ToDos Tab -View/Edit/Add ToDos.
  • Nimbulis Tab – (Can add to a Nimbulis card).
  • Sales Reps Tab – View Sales Reps.
  • Sales Associates Tab – View/Add Sales Associate.
  • Files Tab – View/Add Files.
  • Activity Tab – (Displays Activity log).

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