Dear Users,
We recently went live with a new update of ToolsonCloud CRM.
Here is What's new...
What's New?
Bulk Import functionality for Leads
- Need:
There was a need from the users who receive a lot of leads in bulk on regular basis from different marketing channels such as marketplaces, social media channels, forms, paid lead service providers. They wanted to import Leads in bulk into the CRM on regular basis.
Hence, there was a need for a Bulk Import feature to support this use case.
- Solution:
With the latest update, user can easily upload leads in bulk.
User can make use of this functionality by visiting "Settings page" and clicking on "Bulk Import Data" link on the sidebar.
In Bulk Import page, user can select the import option as "Lead" to proceed importing Leads.
They will be shown a set of easy to follow instruction to upload the file.
User will be required to download a sample CSV file. This sample file has some dummy data for reference which depicts the data format.
Users can then replace the sample file data with their own data in the same format and upload back the CSV file. This will import all the Leads into ToolsonCloud CRM.
We hope you will like using this new feature. Let us know your thoughts.
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