Self Help Knowledge Base
Not able to bulk upload leads into CRM ?
- From the Lead List Page Click on Bulk Upload.
- Download the sample excel sheet.
- Enter the user id in the executive user id fields in the excel sheet, as this is a mandatory field while doing the bulk upload.
- After entering all the data save the excel sheet and import it into CRM.
Note:-For entering source, stages and status you have to enter there id and not the names.