General settings > Prospects / Leads
Contents on Prospects / Leads:
- Where is the prospects database stored?
- How to label leads
- How to upload an external leads database
- Can I download the prospects database to my computer?
- Add custom fields to leads
- What is the "Click to not admit" option in the "Admitted" column?
- What are the Blocked prospects?
- How to synchronize Livebeep with an external service
How to upload an external leads database
You can upload an external database by accessing Prospects > Prospects. Click on 
and upload a CSV document (save your Excel document as "CSV Text"). In the model table, you can select the field corresponding to each column to make them correspond to the columns of the file you are going to upload.
and upload a CSV document (save your Excel document as "CSV Text"). In the model table, you can select the field corresponding to each column to make them correspond to the columns of the file you are going to upload. |