Import Leads

Created by Naquiya Badri, Modified on Sun, 31 Aug at 8:26 AM by Naquiya Badri

Importing leads in a CRM system involves bringing lead data into the CRM. This data includes names, contact details, and company information. Sources of this data include spreadsheets, CSV files, or other software. This enables businesses to quickly centralize all prospect information. They can do this in one secured Zhylar CRM system for organized tracking. Nurturing and conversion are also part of the process.

Importing Leads to Zhylar Platform

Log in to Zhylar
Go to Left-hand navigation panel
Click on Leads

The Leads list view will open.
From the top-right hand corner, click ⋮ 3 dots beside + New Lead

Click on Import Leads
You will be taken to a new page.
Upload a file in .xlsx format with the details of your leads.

If file is not ready, Download Template File from the right-hand corner.

Fill out the data in the filed provided.
All fields marked in * are mandatory.

For some fields, entry can be punched manually.
For others, such as country code, salutation and such, a drop-down arrow will be there. You can select one of the pre-filled values.

Once done, upload this file back in the space provided by clicking on the Upload File button.

Click Import Leads.
Your Leads will be added to the system.

From here, go to the Leads module directly by clicking on Go to Leads. Leads have been added to the list view.

In case there is an error with the file upload, simply click Replace File and try again.

Importing Leads is a quick way to add leads in bulk whilst avoiding any errors.

Once your Leads have been imported, you can now proceed. Read about how to navigate through the Leads module at Zhylar.

Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!