Import prospects

To import prospect, you need to add prospect group first.

1. Adding prospects

1. Go to "Prospects" tab

2. Click "Groups"

3. Click "Add Prospect Group"



4. Enter group name

5. Click "Save"



2. After the group name is created

1. Go to "Prospects" tab
2. Click "Names"

To import prospects, there are 2 options:

- You can import manually by adding prospects one by one.

- You can import prospects in bulk using Microsoft Excel (CSV file).



3. Adding prospects manually

1. Click "Add Prospect"



2. Select your group name

3. Enter your prospect name

4. Enter your prospect email

5. Enter your prospect phone number

6. Insert extra info (if any)

7. Click "Save"


4. Adding prospects in bulk

1. Click "Import Prospect"



2. Select your prospect group

3. Enter your file (CSV file)

4. Tick "Ignore first line" if you want the system to ignore the first row in Excel. (Optional)

5. Click "Upload"




Make sure the imported information must be in the following order:

Name, Email, Phone Number, Extra #1, Extra #2, Extra #3




For phone number, make sure the country code is set in front of the number.




Example data in Excel:



5. After upload, your propects data will appear in "List of Prospects".