Glencoco has introduced a new feature that allows users to bulk upload leads, enhancing efficiency in managing self-sourced leads for campaigns. This guide will walk you through the process of importing up to 100 leads at a time using a CSV file.
1. Accessing the feature
In your Glencoco CRM view, click "Add New Lead."
Choose "Import Leads" instead of adding one by one.
2. Uploading a CSV file
Click "Import Leads" and select the campaign for the leads
Upload your CSV file containing lead information.
3. Mapping field headers
Glencoco displays your CSV file's headers and a sample lead card showing how imported data will be displayed.
Match your CSV headers with fields (e.g., Account Name, Prospect First Name, etc.).
Use the dropdown menus to map each header accurately.
4. Preview and confirmation
The right side shows a preview of how the mapped data will look in Glencoco.
Review the mapping carefully to ensure data accuracy.
Once satisfied, click "Next" and confirm the mapping again.
5. Import process and results
Glencoco starts importing your leads, which may take a minute or longer depending on the file size.
You can leave the page while the import happens.
After successful import, a link to the imported leads will be displayed.
Using this new bulk upload feature, you can efficiently manage and engage with up to 100 self-sourced leads per campaign. This streamlined process not only saves time but also empowers you to effectively participate in self-source-only campaigns.