Importing Leads |
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The Leads module provides an Import feature that enables you to import lead details from an external source, saved in a Comma Separated Values (.CSV) file in ConcourseSuite. This module also provides record validation by enforcing certain business rules during the import process. To import a lead:
Figure 1 The View Imports Page
The New Import page is displayed, as shown in Figure 2. Enter the required information for import, such as Name, Description, Comments, Source, Rating, and Site.
Figure 2 The Lead Import Page
Note: The file must be a valid .CSV file, and its first line must contain column names to enable data mapping to the ConcourseSuite database.
If no error occurs during the upload, the Upload Complete page is displayed, as shown in Figure 3.
Figure 3 Lead Import - File Upload Complete
Selecting the Process Now option takes you to the Process Import page.
Figure 4 The Lead Import Processing Page
You are redirected to the View Imports page, where a list of all the imported files is displayed. A detailed list containing the following details is displayed, as shown in Figure 5:
Figure 5 Viewing the List of Imported Files
The Status field describes one of the following states of the import sessions:
The Results field displays the number of total records, successful and unsuccessful records, corresponding to the imported file.
The Import Details page is displayed, as shown in Figure 6.
Figure 6 Lead Import Details
The Import Details page with the option to view the results is displayed in Figure 7.
Figure 7 Viewing the Status of the Imported File
The View Results page, displaying the records of the imported file is shown in Figure 8.
Figure 8 Lead Import Results |