When importing leads, please follow these steps.
- Download CSV file template from window after clicking "Add/Import New Lead" button
- Please transfer over data from any of your list into the set fields in the template. Do not edit column list names.
- Required fields are Buyer First Name, Buyer Last Name, Email/Mobile Phone(either one of these)
- If you do not have First Name, Last Name data - be sure to paste a random value into that column such as "NA" or "NONE"
- Once you have the template file data pasted in the required columns, save.
- Click add/import new lead. Click upload file. Complete your import.