How to upload an external leads database
You can upload an external database by accessing Prospects > Prospects. Click on 
and upload a CSV document (save your Excel document as "CSV Text"). In the model table, you can select the field corresponding to each column to make them correspond to the columns of the file you are going to upload.
and upload a CSV document (save your Excel document as "CSV Text"). In the model table, you can select the field corresponding to each column to make them correspond to the columns of the file you are going to upload. |