How to Assign & Import Leads


Navigation --> Go to Browse Menu --> Assign/Import Leads 



Import lead 

  • To import leads click on import lead tab at right side corner
  • Lead can be imported by two options as:-
    • Download Template
    • Upload lead CSV 




Download Template can be viewed as:-

                                    

                                    Click on Download Template will download the file as shown below:-





Upload lead CSV


  • Lead  need to be uploaded should be in prescribed Excel format
  • It should have certain Fields need to be fill Mandatory as :-
  • First Name
  • Last Name
  • Email
  • Gender
  • Mobile number
  • Enquiry Date
  • Branch
  • Academic session
  • course
  • qualification 



To Assign the import lead



  • Select the lead from the list
  • Click on Assign To tab
  • Select the faculty to whom the enquiry need to be assign
  • Click on “Save” will allocate lead to particular staff
  • Click on “Cancel” will not allocate the lead to the staff