Import Leads

When you access the menu “Accounts”, there is a sub-menu for “Leads”.

In the available action button for Leads, you can see button “Import Lead” below:

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When clicking on the button “Import Lead”, the following popup appears:

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You can use the following template to import lead:

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You and drag and drop the file with lead data to the blue box, then click “Next” to define the mapping between the Excel import file and the Lead properties.

In tab “Select Mapping”, you will see:

On the "Preview" tab, you can review columns and preview lead data prior to performing the import.

Once clicking on button “Save”, the Lead data in the Excel file will be imported to Seamless. You will receive a notification message when all data is imported successfully.