To access this guide as a PDF click here: Enerflo-Guide_How-to-Bulk-Import-Leads.pdf
STEP 1
Navigate to the Company Leads page by clicking the View Leads button under Quick Links on the Home page.
On the Company Leads page, click the + New Lead button to open the Create a New Lead window.
STEP 2
In the Create a New Lead window, click the Click here to do a bulk upload link at the top of the window.
This will take you to the Import Leads page. Click the Click here to download the file template link next to the file chooser field.
⚠️ Important! Do not change or delete any of the columns or rows in the template. Doing so will result in an upload error.
STEP 3
Add your Bulk Lead Data to the template you downloaded.
Choose your new file to Import using the Choose File button.
STEP 4
If the Create a sales deal? Checkbox is checked when you click the Continue button, Enerflo will create a default Sales Deal for each Lead that’s imported from your list.