SalesExec New Features: Import Leads

Apr 21, 2015ClickPoint News

ClickPoint is pleased to release the latest update for SalesExec import service.This update makes it easier than ever to import leads into SalesExec providing benefits for all of our customers.

Leads gathered from other sources such as direct mail activity, third-party systems or manually generated may be brought into SalesExec and managed alongside other leads already contained in the system.

This update includes step-by-step information on the use of this updated feature:

  • Excel file preparation
  • Import Menu
  • Select mapping Settings
  • Mapping

Import Leads – Excel file preparation

Excel file preparation

  • The field names gathered from your lead source must be included in the file to enable correct mapping during the import processExcel file preparation
  • Be certain your Excel file contains the field names as Row 1 Headers with a Description to aid you in mapping the file
  • Save your Excel file to a location you can upload from (example: Desktop)
  • The file must be mapped to import properly into SalesExec

sample_data

Import Leads – Import Menu

Import Menu

  • From the Main Lead Management Screen select the Import Icon located on the menu bar
  • Once Import is selected, the page is directed to the Import Utility
  • Select Choose File, this will direct you to choose the file from the location you saved the file on your computer. Click Open to Choose the File
  • Select Upload File located to the right of Choose File

import_leads

Import Leads – Select Mapping Settings

Select Mapping Settings

  • Lead Type – Select the Record Type you chose for the Leads
  • Mapping Preset – New Mapping is the first available choice; previous mapping actions are displayed as a list and can also be selected
  • Mapping Description – Simply name the Mapping for future reference if needed again
  • Lead Source – The Lead Source to be applied to the Leads on the file
  • Import To – Import Records to create Leads (Holding Bin has very specific uses if using Direct Mail)
  • Campaign – Always leave this as the default of Auto Select
  • Workflow – If the leads are new leave Auto Select as the default option; if there is a specific Workflow the files must be imported to, select that Workflow; if there are leads to be uploaded into multiple workflows and there is an Excel column identifying the Workflow, this is Mapped on the next page of the Importer
  • Assign To – Select Auto-Distribute to assign leads to Corporate unless Push Distribution is enabled. You can also specify the user when uploading leads; if you have a column in your Excel file identifying the SalesExec User Name, this is Mapped on the next page of the Importer

import_mapping_details

Import Leads – Mapping

Mapping

  • Import Utility proceeds to Map the Columns in your Excel file
  • The Column on the left contains the SalesExec Fields; the second Column from the left names the Columns from the Excel file being imported
  • SalesExec Field maps to the Column Header identified in the Excel file; to ensure error-free Mapping it is advisable to duplicate naming – Example: FirstName (SalesExec Field Name) / FirstName (Excel File Column Header)
  • Map all Field Names to match Excel Column Headers; if there are fields that do not need to be imported select Do Not Import
  • Note – If Do Not Import is not available this field is set as a Required Field in SalesExec
  • Once all mapping is complete select “Validate Mappings”
  • See full release notes for Validation Screen information

mapping_settings

Click the following link for full release notes on the Import Leads to SalesExec via Excel file (.xls) update:

http://salesexec.freshdesk.com/support/solutions/articles/4000048843-import-leads-to-salesexec-via-excel-file-xls-

Gabriel Buck

Gabriel Buck

Combining years of startup entrepreneurial spirit, with hard work and a healthy dose of passion, Gabe has created a winning culture at ClickPoint Software. He is passionate about lead management, customer service, easy-to-use software design, and creating tools that help marketers create more valuable leads. You can find him in the trenches looking to improve any sales or marketing process in need of improvement.