Import Leads

Import Leads

In this article, you’ll learn how to import leads into your Membroz account.

Steps to import leads:

Leads can only be imported from the head of the firm. so firstly login to the channel head account & then you can import leads.

Step-1. In the organization menu, select ‘Marketing’.

Step-2. Navigate to ‘Campaign’.

Step-3. Click on the particular campaign. For e.g. ‘Krtya Campaign’.

Step-4. Select ‘Import Leads’ from the action menu.

Step-5. Click on the Upload button to import leads & then click on the ‘Next’ button.

Step-6. Here you’ll find the list of the uploaded leads. Now click on ‘Confirm Your File’.

Step-7. The records have been imported successfully. Now click on ‘View Records’ to view the list of imported leads.

Step-8. All the leads are imported into the Krtya campaign as shown below.