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Sales > Lead
Modified on: Wed, 01 Jun , 2022 | 05:16 PM
- Select Admin from the left-hand menu and then choose Data Migration.
- Select Lead.
- On the Lead Import screen, choose a lead owner from the select box.
- Click Download CSV to download a spreadsheet to format your leads for import. Please note that the information must be in this format exactly to import correctly.
- Edit the spreadsheet and save it when finished.
- Back in FranchiseSoft, click the blue slect file button to attach the CSV.
- Click submit.
- Your data will preview in the screen below.
- If there are any errors, they will appear in the far right column. Your data cannot be imported with errors, you must edit the spreadsheet to correct the errors.
- If there are no errors, click submit in the bottom right-hand corner to import your leads.
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