OneSuite empowers you to streamline your lead onboarding process with its intuitive bulk import functionality. Here’s how to seamlessly add multiple leads in one go:
1. Accessing the Import Feature:
Navigate to the familiar Lead Pipeline interface within OneSuite. Locate the dedicated “Import” button – this is your gateway to adding a multitude of leads simultaneously.
2. Selecting the Import Option:
Click on the “Import” button to initiate the bulk import process. OneSuite will guide you through the steps for a smooth and efficient lead influx.
3. Preparing Your CSV File:
For a successful bulk import, ensure you have a CSV file prepared beforehand. This file should contain all the relevant lead information in a clear and organized manner. Each column within the CSV file should correspond to a specific lead detail, such as name, email, company name, etc.
OneSuite provides helpful guidance by offering a “CSV format and Import Instructions” link. Click on this link to access detailed specifications for creating your CSV file, ensuring it aligns perfectly with OneSuite’s import requirements.
Click on the “CSV format and Import Instructions” to see instructions of how your CSV file should be, please note that the max file size is 10MB and Max Items : 500 Leads.
4. Mapping Fields and Uploading:
Once your CSV file is ready, OneSuite will assist you in mapping the fields within your file to the corresponding lead details in OneSuite. This ensures accurate data transfer and organization. After mapping the fields, you’ll be presented with a preview of the imported lead data.
5. Review and Confirmation:
OneSuite offers you the opportunity to thoroughly review the imported lead data for accuracy. Make any necessary adjustments or corrections to individual leads at this stage. Once you’re satisfied with the data, click the prominent “Import” button to finalize the bulk import process.
By utilizing OneSuite’s bulk import feature, you can significantly reduce manual data entry and expedite the process of adding new leads to your pipeline. This allows you to focus on nurturing leads and converting them into clients, propelling your business forward.
