Adding Leads via CSV Import

The CSV importer is located below the form for inputting individual leads. Click this button to upload the CSV document.

Leads will be trickled out over a short period of time, i.e. one per minute starting with the oldest lead. This is to make sure that multiple leads are not going to the same agent at the same time as well as to ensure that messages are not sent into spam lists.

The CSV is treated as the absolute correct source. If there is incorrect or malformed data in the CSV document, the leads will be uploaded with the same incorrect or malformed information. Lead Assign supports custom columns, but it is recommended to include Name, Phone, and Email columns for the parser to pick up these values.

Note: the CSV document must be comma delimited.