Lead management

Lead Import & Assignment

Upload, map, validate, preview and distribute customer leads safely.

Drag and drop your lead file

CSV, XLS, XLSX or JSON ยท maximum 10 MB and 10,000 rows

Map file columns

Match your uploaded headings to CRM lead fields.

Validate before importing

We will check required values, email and phone formats, numeric values and duplicates against CRM and this file.

0Total rows
0Valid
0Invalid
0Duplicates

Preview staged leads

Review valid, invalid and duplicate rows before committing.

Equal distribution

Select Sales Executives. Valid leads are distributed evenly; the difference is never more than one.

Import history

Uploaded files and processing results available to your role.

FileOwnerScopeRecordsValidDuplicatesImportedStatusDateAction