Uploading a list of prospects

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Uploading a list of prospects

It is also possible to upload a list of prospects via the means a file, which an example is given below : line by line, diverse information such as prospect's title, name, address,... are given, and the first line serves as to indicate the nature of the information.

Then, via / , this very file is uploaded and CRM provides menus to indicate how each information given in the first line of the file will be taken as :

**Figure 7.56:** A `Prospects.csv` file, listing prospect data its own way is uploaded to CRM, on which matchings are made between the file's information (on the left, retrieved from its first line) and CRM's own prospect data presentation (menus on the right).

Clicking on then leads to the Preview Page, where the upload can be verified and finally validated :

**Figure 7.57:** This *Preview Page* shows that the prospect data has been rightly imported.

Next: Upgrading a prospect Up: Contact managing Previous: Adding a prospect