How To Upload Leads File Into Growth99+ Platform?

How To Upload Leads File Into Growth99+ Platform?

Growth99+ offers multiple sources to generate leads, the contact form as we have understood is the primary source of lead generation. In addition, the Growth99+ leads dashboard also provides an option to upload an excel file with the details of the old leads not present in the Growth99+ business account.

This option can be utilized when one needs to add old records of the leads in bulk. If the requirement is to add a single or a few countable leads, then there is another option of Manual leads (Click here).

To upload your excel with bulk leads, follow the instructions mentioned below.

Step 1: 
The Growth99+ application is designed to accept excel only in a ".xlsx" format, so it is important that we understand the intricacies of the format and the next important thing of "naming" the file. 

Coming to the name and format, below is the screenshot of the file.



There are a few points to note here:
  1. The title of the columns need to be exactly the same as mentioned here i.e. "First Name", "Last Name", "Email", "Phone", "Message", "Lead Status", "Lead Tags", and "Notes". The first four columns (i.e., "First Name", "Last Name", "Email", "Phone") are mandatory, and the other columns are optional.
  2. We also have the option to download the excel file format in our app. You can refer to the screenshot below and download the format and add your lead details there accordingly. 
     
    In the downloaded format, there will be some dummy data in the first two rows, remove the first two rows and add your real data.
  3. Enter only 10 digits in the "Phone" column. For missing phone numbers, our system will add 9999999999 automatically while importing the file.
  4. For numbers less or more than 10 digits, the leads will not get imported and you will receive a mail containing all the leads that have less or more than 10 digits in the phone section, you need to edit the numbers accordingly to make them 10 digits and import them again. If you don't have the correct number then delete that number and import keeping the phone field blank for those leads so that at least the emails get imported successfully. 
  5. For missing email id our system will add "noreply@noreply.com" automatically while importing the file.  
  6. If you need to add any extra details such as DOB, add them under the column named "Notes".
  7. In the excel file, we can't have multiple sheets, only a single sheet should be there with all the leads with their details.
  8. If you want to sort your leads with tags, you can add tags accordingly in the "Lead Tags" column; if the tag is not added already in G99+ app, the system will create the tags in the lead tags section while importing the leads and you can sort them accordingly.
  9. File format should be only " .xlsx " format.
Step 2: 
Once the file is ready, now it's time to upload it to the leads dashboard.

Login to your Growth99+ account, click on the menu "Leads", and open the sub-menu "Leads".




Step 3:

Now click on the button that says "Import Leads" as shown below.



Step 4:

The click will prompt you to a dialog box asking you to upload the excel file from your system/device.

  
 

Step 5:
Wait for a few seconds till the data gets uploaded, once done. You will see a message saying "File upload successful". Bingo! there we are, the leads will show up on the list with the source as "manual". 





Note: The leads uploaded manually will not receive any email notification unless there are triggers activated to send emails to manual leads. (Click Here)

For more information email us at product@growth99.com



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