How to Import Leads

How to Import Leads

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.

    • Related Articles

    • How to Import Clients

      Importing Clients Goto “Clients” module after logging into the dashboard. In the “clients” module, click on “Import” button as indicated below. Upon clicking on the “Import” button, a pop-up box for importing the client list will open, as shown ...
    • Editing Existing Leads

      Edit Lead from Leads Page 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 ...
    • Adding New Leads

      Add Lead in Lead 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. Click on “Leads” to reveal the list of all the current ...
    • Exporting Lead Data

      Exporting Leads in Lead 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. Click on “Leads” to reveal the list of all the ...
    • What are the Different Types of Contacts

      The different types of Contacts are listed in the contacts list as shown below. The different contacts are “Admin”, “Leads”, “Client” and “Employee”.