Importing Leads from Leads Module
After logging into the WorkCeo web application, look for the “Clients” tab on the left-hand column of the webpage. Hover over the “Clients” tab to reveal further links for “All Clients”, “Contacts” and “Leads” as shown below.
Click on the “Leads” to open the leads module as shown below.
In order to import the lead information, click on the “Import” icon on the top right side of the “Leads” page as shown below
This will open a “Import Lead List (.CSV)” pop up with provision to upload the information in .CSV format only as shown below. The popup also has an option to download the import template if needed.
You can either drop files or click and upload file in .CSV format and click on “Import Lead List” to finish the process.